Whatever freedom—Independence—means to you, our goal is to help you achieve it. Independence by Convergent™ manages your investments—and your entire financial life—so you can focus on other things—like your Independence Day. Independence provides its clients with a complete wealth advisory service backed by Convergent Wealth Advisors, a company that advises on over $10 billion for some of the wealthiest individuals and families in the country. Convergent also has the #2 and #6 top financial advisors in the nation as ranked on Barron’s 2012 Top 100 Independent Financial Advisor’s list. Having developed an investment solution especially designed for the high net worth investor, Independence can now bring you the kind of investment and financial advice previously accessible only to the wealthiest individuals in the country. Independence specializes in advising individuals with investment portfolios over $1 million. To learn more about Independence—and to calculate your own Independence Day—visit www.Independence.com.
View Top Employees from Independence by ConvergentWebsite | https://www.independence.com |
Revenue | $35 million |
Employees | 4 (4 on RocketReach) |
Founded | 2011 |
Address | 12505 Park Potomac Avenue Suite 400, Potomac, Maryland 20854, US |
Phone | (301) 284-1200 |
Technologies | |
Industry | Investment Management, Finance, Investment Banking, Brokerage |
SIC | SIC Code 62 Companies, SIC Code 6211 Companies, SIC Code 621 Companies |
Looking for a particular Independence by Convergent employee's phone or email?
The Independence by Convergent annual revenue was $35 million in 2023.
Henry Desantis is the Vice President of Independence by Convergent.
4 people are employed at Independence by Convergent.
Independence by Convergent is based in Potomac, Maryland.
The SIC codes for Independence by Convergent are [62, 6211, 621].