You’ve built Your practice. Now build your future.

Big firms profit off the hard work of advisors, often putting their own interests ahead of the professionals who serve clients every day. At Convergence Financial, we believe it should be different. That’s why we’ve built a system designed to put you and your success first—offering a tailored path to independence that amplifies your strengths and protects your autonomy.

Convergence Financial is built by advisors, for advisors. We understand the challenges you face because we’ve been in your shoes. Our commitment is simple: give you the freedom to build your practice your way, while surrounding you with the resources, technology, and community you need to thrive. You don’t have to choose between independence and support—you can have both.

At the heart of everything we do is our 100% advisor-first ethos. We don’t profit at your expense. Instead, we exist to empower financial professionals like you to grow, scale, and serve clients with greater impact. Your goals become our goals, and your success drives everything we build.

We also know that transitions can feel overwhelming, which is why we’ve created a seamless transition experience. From compliance to client onboarding, we handle the heavy lifting so you can focus on what matters most—continuing to serve your clients with excellence and confidence. With our dedicated transition team and proven process, moving to independence is not just possible—it’s smooth, strategic, and stress-free.