In 2016, we were largest team at a leading global wealth management firm in the state of Utah. By most standards, we had it made. We had achieved what many advisors would call “professional nirvana.” By many measures this was probably true. However, over the last few years at our previous firm, effectively running our practice and efficiently serving our clients became increasingly difficult. We felt a change was necessary to navigate our clients effectively through what we believed would be a dramatic, fundamental shift in our industry.
Our creative system and proven processes that allowed us to give our clients a truly unique planning, advising, and investing experience conflicted with the direction that our firm wanted to go.
We knew that something needed to change. For nearly two years we researched, planned, and created the foundation of a firm that would disrupt the financial planning industry and change the way people engaged with their financial advisors. Divergent Wealth Advisors™ is the culmination of our efforts inspired by the vision we have developed over our careers and a company that we are proud to tell the world about.