Changing the way people engage with Financial Advisors

No one should have to build wealth twice.

The Difference

Three Reasons We Stand Apart

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.

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Interactive planning session

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.

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Elegant investment approach

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.

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Credentialed Experts

Contact Us

Interview us and experience the new standard for engaging with a financial advisor.

Call or email for a free consultation

(385) 237-4000