Convergent Financial Strategies

EST. AUM
$180,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number 158192
Website buckinghamstrategicwealth.com
Client types

Overview

Convergent Financial Strategies is a fiduciary financial advisor team that is the Philadelphia office for Buckingham Strategic Wealth. Convergent Financial Strategies was previously its own RIA before joining Buckingham in early 2023.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Convergent Financial Strategies

Platform Details

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