INDEPENDENT, FEE-ONLY, FIDUCIARY WEALTH ADVISOR
We are professionally bound and personally committed to acting in our clients’ best interests. As a fee-only fiduciary firm, we are only paid by our clients, not for selling products or by any financial institution, which helps keep our advice objective and aligned with the people we serve.
Our advisory relationships center on investment management supported by integrated financial planning. Tax awareness, estate considerations, income needs, and risk management are built into how we evaluate financial decisions. At your request, we can also coordinate with your CPA, estate attorney, or insurance professional to help keep the broader strategy aligned.
JEREMY A. ELLISOR, SR.
FOUNDER & LEAD INVESTMENT ADVISOR
Investment Management with Integrated Financial Planning
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.
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 and risk management strategies, holistic financial planning, tax-aware portfolio construction, and estate and legacy planning for those navigating increasing financial complexity.
Jeremy is focused on moving beyond the conventional models that often limit both advisors and clients, emphasizing intelligent risk management, adaptability, and long-term alignment with real-world goals.
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
FINANCIAL ADVISOR
Investment Management with Integrated Financial Planning
Matt Erickson serves as a Financial Advisor at Convergent Financial Group, working with clients who value ongoing portfolio management supported by integrated financial planning. Based in the Charleston, SC area, Matt helps clients think through investment decisions, risk, income needs, tax considerations, and long-term goals within Convergent’s fiduciary investment management process.
Matt brings a practical and steady perspective to advisory conversations, helping clients evaluate tradeoffs, clarify priorities, and make decisions with greater confidence. Rather than treating investment choices in isolation, his work focuses on connecting portfolio decisions to the broader planning considerations that shape them over time.
Matt was born and raised in Rockford, Illinois, and holds a B.S. from the 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. Outside of work, Matt enjoys playing sports and card games with family and friends and serving in his local church and community.
KRISTY ELLISOR
MARKETING & COMMUNICATIONS
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 integrated 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; their puppy, Bea; and a small flock of chickens known as Anne Bonnie & The Golden Girls. 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
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.
If what you have read resonates with you, we welcome the opportunity to understand your situation and determine whether our investment management relationship is the right fit.
The conversation is designed to clarify what you are looking for, answer your questions, and determine whether a more coordinated and well-planned approach would be beneficial.