INDEPENDENT FEE-ONLY FIDUCIARY WEALTH MANAGER
​We are professionally bound and personally committed to doing what's best for our clients all of the time. We only get paid by our clients, not for selling products or by any financial institution, so our clients are reassured of our loyalty and objectivity.
Our wealth management services include investment management with integrated holistic financial planning. We will also coordinate with your CPA, estate attorney, and insurance agents to make sure every piece of your financial life is converging in a purposeful way. ​
JEREMY A. ELLISOR, SR.
FOUNDER & LEAD ADVISOR
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Jeremy has worked across multiple segments of the financial services industry, including a fee-only wealth management firm, an independent broker-dealer, and an insurance company early in his career. This broad experience gave him a firsthand view of the limitations and conflicts that can exist within traditional advisory models.
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In 2017, driven by a desire to provide truly independent and unbiased advice, Jeremy founded Convergent Financial Group, a fee-only, fiduciary investment advisory firm. His experience spans advanced investment strategies, holistic financial planning, tax-aware portfolio construction, and estate and legacy planning for individuals and families navigating increasing financial complexity.
Jeremy is passionate about moving beyond the conventional molds that often limit both advisors and clients, focusing instead on thoughtful decision-making, intelligent risk management, adaptability, and long-term alignment with real-world goals.
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A native of South Carolina, Jeremy holds a Bachelor of Science degree from Clemson University. He is married to Kristy Ellisor, and they live in McClellanville with their son, Alexander, and daughter, Caroline. Outside of work, Jeremy enjoys spending time with his family, boating, shrimping, hunting, and being active in his local church.
MATTHEW C. ERICKSON
INVESTMENT ADVISOR
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Matt’s broad experience and drive for growth across various sectors bring a unique perspective and robust skill set that equip his clients to thrive. He helps investors succeed by growing their investments beyond the industry norms while giving special consideration to key areas like estate and tax planning. Matt’s clients rest assured that their financial futures are strengthened by his practical experience and strategic insights.
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Matt was born and raised in Rockford, Illinois and holds a B.S. from University of Illinois Urbana-Champaign as well as a master's degree from Midwestern University. He moved to Charleston in 2012 and married his wife Rachel in 2015. Matt and Rachel live in Park Circle with their three children, Gunnie, Boyd, and Adley. In his free time, Matt enjoys playing sports and card games with his family and friends, and serving in his local church and community.​​
KRISTY ELLISOR
MARKETING & COMMUNICATIONS
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Kristy works behind the scenes, helping us communicate clearly, from our online presence to print. Her goal is to make sure people know that Convergent is for those who want a fiduciary with advanced investment strategies supported by holistic financial planning.​
Kristy holds a bachelor of arts from The University of North Florida and her previous work includes sales and marketing in finance, pharmaceuticals, and international shipping.​ She is married to Jeremy Ellisor, and they live in McClellanville with their two teenagers, Alexander and Caroline. As a Lowcountry native, when she is not working, Kristy prefers to be on the beach or on the boat enjoying the beauty of God's creation.
BEATRICE
DIRECTOR OF NAPS & SHENANIGANS
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Other than keeping things lighthearted at Convergent Financial Group, Bea's duties include boosting morale and making sure all of our visitors feel welcome... when she's not napping, of course. Bea is a tri-color King Charles Cavalier puppy who loves to play, go on boat rides, and hunt for fiddler crabs in her free time.