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"Customer service isn't just a department it's an entire company culture."

Divergent Wealth Service Standards


Outgoing communication frequency at your preference

Personal calls usually returned within 30 minutes

Appointments start on time

Coordination with your estate planning attorney  

All advisers are credentialed and hold CFP® certifications or similar third-party industry recognized designations.  

No robots answering our phone lines

Meeting summaries and to-do lists

Meticulous attention to detail

Easy-to-read Website

Custom performance tools on Divergent Wealth client homepage

Online Financial Planning Dashboard

Inbound calls answered between 8:00 a.m. and 5:00 p.m.

Digital vault for legacy planning

Legal fiduciaries

Qualified and competent staff

Commitment to low-cost investments

A CFP® professional available during business hours

Commitment to innovation

Paperless account administration upon request

Client accounts held at Fidelity Investments™, a privately owned company since 1946

Join The Divergent Wealth Family