Like many of our clients, you may be facing a transition, such as a dream job or retirement. And like many successful people, you have a complex financial picture that makes navigating the transition more challenging. You seek a financial planner who isn't limited to investment advice-someone who can integrate all areas of your money and has the experience and accountability to help guide you through this milestone and the ones to come.
Our financial advisory firm offers a cohesive, ensemble approach to wealth management. Each specialist on your financial team will play a role in your recommendations, which will encompass all aspects of your financial life, including savings, expenses, retirement, investments, and taxes.
Our financial advisory firm offers a cohesive, ensemble approach to wealth management. Each specialist on your financial team will play a role in your recommendations, which will encompass all aspects of your financial life, including savings, expenses, retirement, investments, and taxes.
Services
Our founders started Divergent Planning because they wanted to offer more accountability to clients than the big, national firms offered. Both Ara and Matt started their financial services careers in 2003 and came together in 2010 to open Divergent Planning with a commitment to transparency in financial planning and investment management fees.
We seek to provide financial cohesion, experience, and clarity so you can comfortably navigate your financial success and life transitions. We help do this through an ensemble approach to your financial plan, systems to track action items, and long-term relationships. When you delegate your finances to us, our goal is to help you feel that you are receiving proactive plan management that frees you to enjoy the other areas of your life.
We strive to make our fee structure straightforward and easy to understand. We charge a flat fee for financial planning and a fee for portfolio management that is based on a percentage of the assets we manage for you. A minimum household balance of $500,000 is generally required for clients who seek both asset management and financial planning services.
Special Instructions: Upon arrival, please head to the first elevator bank in the main lobby, and go to the 5th floor (floor access: 9 a.m.) and check in with the WeWork front kiosk. Parking: Visitor parking is in the garage behind the building. If there are no spaces on the first 2 "visitor" levels, you can exit there and immediately re-enter to the right to find a space in the tenant parking.
With an office in Maryland and advisors in Virginia, our fee-only financial planning firm provides clients nationwide with wealth management services that adapt to the changes and transitions of their lives. We will develop a personalized financial plan based on where you are in life and where you want to go.
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Isabelle MdH
Jan 02, 2019
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