facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck






experience the tangible difference

Does your current 

adviser relationship Include... 

 

A FAMILY CFO

...who is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and facilitates all facets of your custom tailored financial plan and investment strategy. Learn more...

An estate planning attorney

...that can be paid for by Divergent Wealth and works collaboratively with our platform and advisers. Learn more...

Interactive Financial Planning & Modeling

... created with a team of professionals and accessible in real-time through a personal financial planning portal. Learn more...

Transparent Performance

... using a secure client portal that quickly features your accounts, allocation, and performance on the main screen landing page. Learn more...

A digital Archive for Legacy Planning

... helping you organize, securely store, and strategically share your sensitive information with your loved ones. Learn more...

A legal Fiduciary

... a fiduciary is someone who has a legal responsibility to act in your best interest. Working in this arrangement should be non-negotiable. Learn more...


A Relationship Manager

...who is a detail-oriented implementation specialist that excels in dotting every "i" and crossing every "t". Your personal financial assistant. Learn more...

Coordination with a Tax Professional

...resulting in effective tax planning ensuring your tax strategy is in sync with your comprehensive financial plan. Learn more...

A Common-Sense Investment approach

... that is principled and process driven resulting in a strategy that is straight-forward and easy to articulate. Learn more...

A Client Friendly Website

... that is simple to navigate, rich in informative content, and provides a client portal with access to important user intuitive financial tools. Learn more...

Client relationships that span generations

... a time-tested and trusted financial partner is a rare commodity. When found, it can be shared with those you love most. Learn more...

A thoughtful processes

... a comprehensive financial plan is only as good as the people and processes created to build, track, and adapt it. We love building repeatable processes, and we are good at it. Learn more...


Interview Us



385-237-4000