Convergent Financial Group
Convergent Financial Group (CRD# 290052) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $34,606,776 in 241 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management35MILLION
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Total Number of Accounts241ACCOUNTS
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Average Account Value$143,597
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
SC
Jeremy Ellisor (CRD# 5722917) is the founder and lead advisor of Convergent Financial Group.
Before starting Convergent Financial Group, Jeremy was a co-owner and lead advisor of E&R Wealth Management. Over the past decade, he has worked in various sides of the financial industry, including a fee-only wealth management firm, an independent broker dealer, and an insurance company. His experience brings expertise in planning for the future, investments, insurance, taxes, and estate planning. He holds a Bachelor of Science in Civil Engineering from Clemson University.
We believe that the days of providing hundreds of pages of graphs and charts that don't make sense to most clients are long gone. Advisors should get paid for advice, not the amount of paper they produce. We believe our job is to help you focus on variables you can control: when to retire, savings targets, spending rates, risk, and proper diversification of investments.
You're always juggling responsibilities and schedules, and you're quite successful at it. But there's one important ball that's not even in the mix and you know you need to do something about it. In fact, it's been on your list for a while... there just hasn't been time.
We get it. That's why we've designed our entire process around you and your busy schedule. You can choose to meet face-to-face or do a video conference call. With just a few meetings, you'll have an all-encompassing plan, automated savings, a trusted advisor monitoring your investments, and an ongoing partner keeping you on track. So you get back to the present knowing your future is secure.