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Convergent enters agreement to join Focus partner firm Buckingham
The Fly

Convergent enters agreement to join Focus partner firm Buckingham

Focus Financial Partners announced that it has entered into a definitive agreement under which Convergent Financial Strategies, a registered investment adviser based in Plymouth Meeting, PA, will join Focus partner firm Buckingham Strategic Wealth. This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions. Convergent Financial Strategies is a fee-only wealth management firm that services clients by combining goals-based financial planning and investment solutions along with tax planning and preparation. Convergent is guided by fiduciary standards and delivers advice that is tailored to client’s unique circumstances, goals and objectives.

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