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.
In the financial planning world, the role of age and risk tolerance bears heavily on how a Certified Financial Planner™ might recommend y ...Read More
If you don’t have an investment advisor in your life, the New Year marks the perfect time to seek out a Certified Financial Planner™. ...Read More