Every Dollar.
Working Harder.
Investing, Planning, and Retirement, designed for you.
Investing Solutions
Customized for You.
As a fully independent team of Financial Advisors, Convergence isn’t beholden to a giant corporation telling us what is right for our clients. We get to listen to you and work together to choose the right investing strategy to maximize your goals. And as a fee-only Advisor, we aren’t incentivized by commissions to sell you specific products or to trade your account when it isn’t necessary. We benefit when your goals are met.
Your Investment Team,
In Person.
At Convergence, we don’t outsource investments or trading. The team that researches, analyzes and manages each of your accounts is right here in the office. Our ability to work together in real-time for our clients is an advantage few can match, giving us tighter planning coordination, tax control specific to your situation, and no layers or friction as we determine the best path to deliver your financial goals.
Read our latest thoughts on the market…
Big Firm Capabilities.
Hometown Attention.
Convergence brings the sophistication of a national wealth management platform to Mid-Missouri. Serving the area for over 15 years, our team gets to know your personal situation and delivers custom investment, tax, and planning solutions designed for your financial life. You get world-class expertise with the personal service only a local firm can provide.
Our Services
Investing
Our team will design your portfolio using best-in-class funds and ETFs, customized with strategic tilts to match your view of the market. If you prefer individual stocks, we can build in targeted stock strategies — from high-growth innovators to income generators. We can also include alternative exposures like cryptocurrency and precious metals.
Planning
What does wealth mean to you? The ability to retire? To travel? To control your time? At Convergence, we listen to your story. Then we build a plan that is custom fit for what you’re trying to build, from a broad financial plan down to each investment.
Retirement
If retirement is right around the corner or still a ways off, our team knows what it takes to get there, and stay there. Our detailed analysis of your specific situation will give you peace of mind on your next steps, knowing your goals are understood and planned for.
Meet Your Advisors
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Travis Cook
Founder, CEO, Advisor
20 Years in Finance -
Tyler Hoffmann
President, Advisor
16 Years in Finance -
Mark Brooks
Director of Wealth, Advisor
15 Years in Finance
Who is
Convergence
Wealth?
At Convergence, we believe transparency builds trust. Here’s everything you should know about Convergence Wealth: