Convergent Financial Partners: Guidance for Clients and Advisors

Everything Should Begin with a Purpose

A Team Committed to Putting You First

At Convergent Financial, we believe that everything we do should be rooted in a deeper purpose: to help our clients thrive and reach goals they never thought possible. Our clients and advisors enjoy ongoing support from trusted and knowledgeable financial professionals and teams. With advisors serving clients and financial professionals across Alabama, Georgia, Florida, North Carolina, South Carolina, and Maryland, Convergent Financial Partners brings the reach of a multi-state network and the care of a regional firm to every relationship. As a regional firm, we offer continuous guidance for clients and advisors based on your individual goals and timeline. Every portfolio, plan or piece of advice reflects in-depth discussions about what matters most in your life, and how we can help you get there.

Championing a People-First Culture

Putting people first—through authentic conversations centered around your goals—is how we uncover your biggest desires on a deeper level. Behind every transaction and recommendation is a history of collaboration that aligns clients' wealth with their dreams.

Meet the Team

Regional by Design, Not by Default

As a regional firm, we prioritize taking the time to get to know every individual. While we have the capabilities of large, national firms, our regional concentration enables us to invest in real relationships, understand bigger-picture goals, and work together to build a personalized roadmap for every life stage.

Our Core Values

Create a People-first Culture

We value authentic conversations and breakthrough learning experiences. We pursue growth, service, and collaboration as we align toward our clients’ goals and dreams.

Regional by Design

National firms can leave you feeling like a number, and people miss the uniqueness and camaraderie of dealing with regional firms. We’re here to be a part of that solution for clients and advisors.

Create Strong Connections

We facilitate strong connections between advisors and the resources they need so they can facilitate stronger connections with the clients they serve.

Let Purpose be the Driver

We believe everything we do should begin with purpose. We want to see clients thrive and reach goals they never thought possible, and we want their advisors to be the ones who take them there.

Freeing Advisors to Connect with Their Clients

At Convergent Financial, you’re never just another number. Whether we’re supporting out clients or the advisors in our network, we facilitate intentional and strong connections at every level. It’s in our culture to ensure that our clients and advisors, alike, feel known and cared for in our tight-knit community.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

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Supporting Convergent

Explore Cetera

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 Wealth Services, LLC nor any of its representatives may give legal or tax advice.

Our Approach

At the core of our culture is a people-first approach that's built on a solid foundation of authentic conversations that help us grow together.

Our Approach

Our Team

Convergent Financial’s highly experienced team is fully committed to doing what's right for every client and thrives on a people-first approach.

Meet the Team

Contact Us

Want to learn more about how Convergent Financial can help you? Let’s discuss how our various services can help fulfill your financial needs.

Contact Us Today