Schedule a Complimentary Meeting

Every financial plan starts with understanding where you are today and what you want your money to accomplish.

Choose a convenient time below to meet with our team in person, by video, or by phone. We’ll learn about you and your goals, answer your questions, and explain how Convergence approaches financial planning and wealth management.

There’s no obligation and no preparation required, just a conversation to see if working together makes sense.

Call (573) 818-2264

Convergence Wealth

3919 S. Providence Road
Columbia, MO 65203

(573) 818-2264

Investment advice offered through Convergence Financial, a registered investment adviser. The information we provide on our website is for general education and discussion purposes only and is not intended for specific tax, legal or financial advice. Always consult your tax, legal or financial professional before making any decisions. A professional advisor should be consulted before implementing any of the general strategies presented. You are never obligated to enter into a customer relationship for advisory services. We encourage you to be a well-informed investor and to ask your financial professional about any investment products and services, the material risks and limitations associated with the potential benefits, and the related fees and costs before you make any investment decision.