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Independent Financial Guidance for Families and Advisors Across the Southeast

Convergent Financial Partners empowers individuals, families and business owners throughout the Southeast to grow and protect their wealth, prepare for retirement, and move forward with genuine financial confidence — backed by a team that always puts people first.

Be Part of a Better Solution&#160;&#160;<br/>

Be Part of a Better Solution  

Our services are personally crafted to encompass all your personal and business financial planning requirements in one convenient destination.


Our commitment is to serve as your trusted partner on your financial journey, aiming to help you amid the dynamic economic landscape for your long-term goals.

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Client Services

Client Services

Our people-first culture puts every client’s needs first. We’ll start by getting to know you and understand your goals. Then, we’ll collaborate as we align your wealth strategies with your goals and dreams.

For Families & Individuals
Advisor Services

Advisor Services

We're dedicated to providing financial professionals with the resources they need to build an enduring advisory practice and flourish in a community of like-minded advisors. 

For Financial Advisors

Who We Serve

Individuals & Families


Between work, family and life demands, your finances might not be a priority. We can help you create an effective roadmap that prioritizes your needs.

Pre-Retirees & Retirees

Do you have enough money to comfortably retire and enjoy the lifestyle you deserve? Our custom plans work toward keeping your wealth aligned with your goals.

Business Owners

You’ve spent years growing your business. Now, it’s time to prioritize and plan your next steps. Let us help you create a succession plan for a smooth transition.

Financial Advisors

As a proud regional firm, we provide personalized leadership and guidance to help you gain more independence to nurture lasting client relationships.

"I was particularly impressed by the vision articulated by Convergent's founders, Scott Absher and Scott Smith. The non-marketed vision. One that is evident in the firm's day-to-day operations and commitment to innovation. It's about the genuine commitment to finding solutions and empowering advisors to succeed."

- Jason Bowers, Director of Financial Planning

"Our transition from a large insurance-based broker-dealer was smooth and efficient.The Convergent team has been a phenomenal guide and mentor throughout this journey. The road ahead is filled with opportunities as I grow and develop my firm. I am grateful to be part of the Convergent team!"

-Matt Andress, Financial Planner

"At a career crossroads, I sought independence with team support to build my firm and focus on comprehensive financial planning. Convergent's unique blend of independence and opportunity impressed me.They were exactly what I needed!"


- Caleb Blackburn, Financial Professional

Freedom to Put Clients First

Freedom to Put Clients First

Behind every portfolio is an experienced advisor who values getting to understand you and your goals on a deeper level, then creating an effective roadmap to help you realize them. Together, we’ll navigate complex financial decisions to help keep you on your ideal path.

Advisors, Ready to Ignite Your Practice Growth?

Advisors, Ready to Ignite Your Practice Growth?

We provide the support you need to grow your career and an enduring, thriving practice of like-minded advisors. Join the Convergent Network. 

Meet Our Affiliates









All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.


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