Bringing Investing, Personalized Financial Planning, and Consistent Service Together.

Convergence Financial was founded with three priorities – Investing. Planning. Service.

The Team at Convergence Financial is committed to provide independent investment advice and comprehensive financial planning to our clients and deliver consistent and personalized service.

Investment Adviser Public Disclosure

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Convergence Financial Customer Relationship Summary

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Charge Forward

Financial Road-maps Built Exactly To Your Needs

Meet us for a no obligation new client consultation and work with our team of experienced professionals to see if we can help you.

Set/Meet Financial Goals
Create a Financial Plan
Manage Investments
Establish a Retirement or Estate Plan

Our Specialties

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Retirement Planning

Financial Planning

Estate planning

Investment Management

Insurance

Annuities

Services

Meet Convergence Financial

Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver consistent and personalized service.

The name of the firm was created as a way to convey the convergence of these three priorities – Investing. Planning. Service. This is what you can expect from us.

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Investing

We believe in providing independent investment advice that is based on merit, not affiliation.

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Planning

We believe that financial planning is the foundation of every client relationship. This process allows us to develop a partnership with our clients to help guide them towards their financial goals.

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Service

We believe in setting service expectations and then striving to meet or exceed those expectations. Routine calls and periodic account review meetings are our norm.

From Our Advisor

Robert Braun

Welcome to Convergence Financial. We hope the information you find here gives you a little insight into who we are and what we are about. The firm was founded on 3 main principles: Investing, Planning, Service. These core beliefs guide our thinking, the way we conduct our business and are truly cornerstones of our practice. It is my belief that we have built a talented team of individuals dedicated to assisting our clients create and live out their financial goals.

We would love to hear from you about your financial goals and dreams.

To your success,

Robert