Convergent Financial Group

Convergent Financial Group is a financial advisor in Mt Pleasant, SC. The firm provides investment management supported by integrated financial planning, tax-aware portfolio construction, and risk management strategies. Services include 401(k) rollover and in-service rollover decisions, retirement planning, inherited IRA planning, equity compensation and RSU management, and estate and legacy planning. The firm coordinates investment decisions with taxes, income needs, and long-term goals rather than managing these elements in isolation. The firm operates as a fee-only fiduciary, meaning it is paid only by clients and does not receive commissions from financial institutions. Financial planning is embedded into the investment decision-making process and is not offered as a standalone service. At a client’s request, the firm coordinates with CPAs, estate attorneys, or insurance professionals to align broader strategies. The firm meets with clients at least twice a year, offering in-person and video call options to ensure continuity. The firm dresses in business casual attire to foster open dialogue. Founder Jeremy established the firm in 2017 after working in fee-only wealth management, independent broker-dealers, and insurance. He holds a Bachelor of Science degree from Clemson University. Financial Advisor Matt Erickson, based in the Charleston area, holds a B.S. from the University of Illinois Urbana-Champaign and a master’s degree from Midwestern University. Matt helps clients evaluate tradeoffs and connect portfolio decisions to broader planning considerations. Convergent Financial Group is a registered investment advisor legally required to act in clients’ best interests. The firm maintains good standing with the Securities and Exchange Commission.

BizScoreAI awards Convergent Financial Group a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and describes its pages in a way that AI assistants can quote directly. The firm also achieves an On-Page score of 97 out of 100, ensuring that page titles, headings, and descriptions are structured to match the specific searches customers perform. Additionally, the business ranks number 1 of 9 Financial advisor businesses that BizScoreAI has scored in Mt Pleasant.

Services:

• Financial Planning
• Investment Management