AboutAbove all, for you
Everything we do is centered around you. Our commitment is to provide personalized, transparent, and expert financial guidance to help you navigate life’s most complex transitions with confidence.
At Konvergent, our culture is the foundation of our success and the essence of how we serve our clients. We believe that fostering a positive, client-centric environment is key to delivering exceptional financial guidance and building lasting relationships. Our values and principles shape every interaction, ensuring both our clients and team members thrive in a supportive and collaborative setting.
We’re a culture of conviction
Our core values guide our actions, ensuring that we provide exceptional service while maintaining the highest levels of trust, transparency, and accountability.
Our mission is to empower successful business owners and families to achieve clarity and certainty in their financial journey.
Our vision is a world where families everywhere navigate life’s most significant transitions with unmatched confidence.
Our belief is that significance transcends success, and we love helping our clients and their families see a bigger vision of what’s possible.
Our cause is to set families free to achieve a higher level of fulfillment, shifting from lives of success to lives of significance.
Our values are integrity, responsibility, service, team, and growth, and we’re committed to being our word in demonstrating these daily.
A bigger vision of what’s possible is right in front of you.
We’re your team
You’ve built your wealth by being a member of a high performing team and placing experts around you to help you win. We’re another member of your team, helping coordinate your team of dedicated professionals to provide you with personalized strategies, expert advice, and continuous support. We guide, and you decide.
A Founder Letter
At Konvergent, we believe that financial freedom is about more than just numbers—it’s about building a meaningful legacy. When we founded this firm, we did so with a clear purpose: to help our clients navigate life’s most important financial decisions with confidence and clarity. We understand that every client’s journey is unique, and it’s our privilege to be part of that journey, offering personalized strategies that align with your values and goals.
Our team is driven by a commitment to excellence and integrity, designed with the goal that you not only reach your financial objectives but do so with a sense of purpose and fulfillment. We see ourselves as more than financial advisors; we are your partners, working with you every step of the way to build a future you can be proud of.
As we continue to grow, we remain dedicated to the core principles that set us apart—honesty, transparency, and an unwavering focus on your success. Thank you for trusting us with your financial future. We look forward to many more years of helping you achieve your goals and secure a lasting legacy.
Gratefully,
Homer Smith
The best way to learn all about us is to meet us, whether that’s virtually or in person. We look forward to it.
