01 Interactive Planning Session
No more long, impersonal questionnaires or boring fifty page reports that mean little to you. Sit down, face to face, with a Certified Financial Planner™ and collaboratively create a personalized and interactive model of your financial future.
02 Elegant Investment Approach
Have you ever learned about an investment strategy and thought:
“I get it—that strategy makes perfect sense to me. It feels right!”
Don’t worry—very few have. We have spent years fine-tuning a strategy that is not only elegantly simple, but that works. It works because it is grounded in principles too many people violate.
03 Credentialed Experts
Only 17% of financial advisors have earned their Certified Financial Planner™ certification. (See letsmakeaplan.org.) The CFP® certification is the gold standard for the industry and ensures the highest level of expertise and ethics.
With Divergent Wealth Advisors, you always collaborate with a Certified Financial Planner™ to create your personalized and interactive model of your financial future using our state-of-the-art planning room.
Offering participant services — an important type of employee benefit — is a highly effective way to help your employees improve the ...Read More
Finding the right financial planner is one of the most important financial decisions you can make. If your investment advisor isn’t a Cert ...Read More