Financial Advisors
Mt Pleasant, SC
Convergent Financial Group is an independent, fee-only fiduciary wealth management firm serving high-net-worth individuals, executives, business owners, and retirees in Mount Pleasant, SC and nationwide. They specialize in integrated investment management and comprehensive financial planning for clients with $250,000+ in investable assets, coordinating investment decisions with tax optimization, retirement planning, and major life transitions. Their approach combines advanced risk management strategies with tax-aware planning to help affluent families protect and grow meaningful wealth without the conflicts of interest inherent in commission-based advisory relationships.
Ideal for: High-net-worth professionals and business owners, Retirees with complex assets, Executives with equity compensation, Individuals navigating major financial transitions
Service area: Mount Pleasant, SC and nationwide
Independent Fee-Only Fiduciary: Compensation comes solely from clients, not product sales, eliminating conflicts of interest and ensuring advice is always in the client's best interest.
Integrated Financial Planning: Investment management is coordinated with tax planning, income timing, and life transitions rather than managed in isolation, creating more efficient outcomes.
Specialized Transition Planning: Expertise in navigating complex financial decisions including 401k rollovers, equity compensation, inheritances, business sales, and career transitions.
Address: 3850 Bessemer Rd, Mt Pleasant, SC 29466
Phone: (843) 972-4402
Website: convergentfg.com
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