Convergence Financial, a local investment advisory firm based in Columbia, MO, boasts a substantial client base and impressive assets under management. With over 1,500 individual clients, they oversee a total of $298,064,000 in assets. Operating out of six offices, Convergence Financial has established a strong presence in the community. Renowned for their expertise in managing employer 401Ks and individual investments, the firm demonstrates extensive experience in this realm. An impressive 82% of the assets they oversee are discretionary, reflecting their commitment to providing personalized and tailored investment solutions. ...