What is Convergence Financial?
Travis founded Convergence Financial in 2016 with three priorities – Investing. Planning. Service.
Travis believes in providing independent investment advice that is based on merit, not affiliation. After spending nearly 10 years with an affiliated Broker/Dealer, he understands the value and importance of independent advice.
Travis believes that financial planning is the foundation of every client relationship. This process allows him to develop a partnership with his clients to help guide them toward their financial goals, whether that is financial independence during retirement or funding their children’s education goals.
Travis believes in setting service expectations and then striving to meet or exceed those expectations. He is constantly amazed when hearing from new clients that they never heard from their former Financial Advisor. In his opinion, routine calls and periodic account review meetings are the norm.
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.
Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.