All About Us
Our Story
Convergence Financial is built by advisors founded in 2016 by Travis Cook, 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.