Conclusion and Next Steps

The final question isn’t about the firm—it’s about the partner helping you evaluate your options.

At Convergence Financial, we work with advisors like you every day: wirehouse veterans, independents, RIA owners, and yes—even those recently terminated but still top-notch.

We help you:

Clarify your goals

Compare options across BDs, RIAs, hybrids, and aggregators

Navigate the real math and legal details of a move

Build a transition plan that protects your clients and your business

This isn’t about making a quick sale. It’s about helping you make the right move—whether that’s now, in 6 months, or never.

You’ve worked hard to build your book, your reputation, and your client trust. You owe it to yourself to explore your options like a professional—with clarity, strategy, and support.

Let’s talk. No pressure. No pitch. Book a Confidential Discovery Call.