Advocates | Value | Leadership
Divergent Beliefs
"Navigating life is easier with a financial partner who is your unbending advocate."
Our industry has traditionally been stuffy, stodgy, and archaic. It's riddled with advisers who struggle to provide tangible transparent value. Divergent Wealth was created to change all that, to set a new standard for financial planning, and to re-define the client/adviser experience.
IT WAS CREATED WITH 3 CORE BELIEFS
We believe in adding tangible value
Advisers should be obligated to bring tangible value to the table. The value received from your adviser should always outweigh the price that was paid to obtain it. So what is that value? If it cannot be simply articulated and quickly demonstrated, it probably doesn't exist.
We believe in changing the way people engage with advisers
We want to change how people engage with advisers by creating a super team of fiduciary advisers.
Financially successful families surround themselves with 3 specialized, credentialed, and competent professionals.
- A CFP® Professional
- An Estate Planning Attorney
- A Certified Tax Adviser
Divergent Wealth believes that using these overlapping specialists creates a collaborative team to manage not only your financial plan, but your estate, tax, and investment plans as well.
We believe in Simplifying Complicated Things
We don't hire an adviser unless they have the heart of a teacher. We consider our role as educators equal to that of advisers. Finding a partner who simplifies complex topics so you can make the best decision for you family is invaluable.
