Convergent Financial Group celebrated its grand opening on Friday, December 12, with a ribbon cutting ceremony. Mount Pleasant Mayor Will Haynie and Mount Pleasant Chamber of Commerce President Chris Staubes were in attendance to commemorate the special occasion.
“Congratulations to Convergent Financial Group,” said Mayor Haynie. “Their unique approach to financial planning and advising is sure to prove beneficial to our citizens and future generations. We wish their team the best of luck.”
Convergent Financial Group is a self-described, non-traditional financial firm founded on the belief that today’s busy professional wants a modern take on what it means to be their financial advisor. Convergent Financial Group’s goal is to make financial advice and investment management accessible for those who need help planning and investing for college, a new home purchase or remodel, retirement or similar life events.
This local company is owned and operated by Jeremy Ellisor, Lead Advisor, who is joined by his wife, Kristy Ellisor, Head of Marketing and Communications, and Jonathan Greene, Head of Business Development. Convergent Financial Group’s team utilizes their unique perspectives and experiences to ensure each client’s needs and financial goals are not only understood, but appreciated.
“Most financial companies focus on gathering investment accounts and selling financial products. To drive the company’s bottom line, they teach advisors to only work with clients that have large portfolios. Defining people by their net worth is a mistake, and doing this, ignores the majority of families in our community. We started Convergent Financial Group to help those who want to do better. We work with clients just like us…they are smart and successful, but due to the demands of life, haven’t had the opportunity to seek help. I believe all people can achieve their goals; it just takes encouragement, intentional planning, and the commitment to make small changes over time,” said Jeremy Ellisor.
Convergent Financial Group is a certified local business in the Town of Mount Pleasant’s program, Town Proud. This program helps residents, visitors, and business owners identify local businesses that are rooted here and make our coastal community so unique and resilient by diversifying our economy.
For more information on Convergent Financial Group or to schedule an introductory meeting, visit their website, https://www.convergentfg.com/ . The office is located at 3301 Salterbeck Street, Mount Pleasant, SC 29466.