Divergent Planning LLC

EST. AUM
$423,054,443

CONTACTS

CLIENT ACCOUNTS
960

Firm Details

Metro area Washington, DC
CRD Number 285688
Website divergentplanning.com
Client types

Overview

Divergent Planning, LLC is a Bethesda, Maryland-based fee-only registered investment adviser focused on financial planning and investment management. The firm says it was founded in 2010 to provide more transparent and accountable advice than larger national firms. Its services span wealth management, retirement planning, tax and estate planning, divorce planning, executive compensation, and portfolio management. The firm specializes in serving high-achieving professionals, pre-retirees, and federal government employees in Maryland, Northern Virginia, Washington, DC, and clients nationwide. Divergent states that it has served clients as financial advisors for over 20 years collectively and serves more than 200 clients. In March 2026, EP Wealth Advisors announced its partnership with Divergent Planning, adding approximately $418 million in assets under management and integrating the team into EP Wealth’s East Coast expansion.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Divergent Planning LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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