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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Convergence Wealth

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United States
Columbia, MO
Convergence Wealth

Travis founded Convergence Financial in 2016 with three priorities – Investing. Planning. Service

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The f

inancial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/21/2026

The earlier you begin planning for retirement, the more time your strategy has to develop. Starting sooner can mean more flexibility and options down the road.

07/17/2026

Required minimum distributions are a crucial component of retirement income planning that many people overlook until they're required. Understanding the rules early can help you plan more effectively.

07/15/2026

Healthcare directives document your medical preferences so that loved ones aren't left guessing during a crisis. This is one of the most personal gifts you can give your family.

07/13/2026

529 plans offer tax-advantaged growth for education savings and have become more flexible in recent years. They're worth understanding whether your child is young or nearly college age.

07/09/2026

Financial plans often involve considerations for the entire family. Discussing your vision with loved ones can help ensure everyone is aligned and supported.

07/07/2026

A solid planning framework can help reduce the urge to make emotional investment decisions. Sticking to a strategy is often a key to long-term success.

07/02/2026

Earning more doesn't always have to lead to spending more. Keeping your lifestyle costs stable while increasing savings can significantly support your future plans.

06/21/2026

Today we celebrate the dads, stepdads, grandfathers, father figures, husbands, uncles, and every man who leads with love, strength, patience, and sacrifice.

Thank you for the lessons, the protection, the laughter, the quiet support, and the countless ways you show up every single day. Whether by blood, bond, or choice — your impact matters more than words can say.

To the fathers who are with us, the fathers we miss, the new dads, the seasoned dads, and the ones doing their best every day — this day is for you.

Wishing all the incredible fathers and father figures a day filled with love, appreciation, and the same care you so freely give to others. Happy Father’s Day!

05/10/2026

Happy Mother’s Day to the people who show love in steady, meaningful ways — through listening, helping, encouraging, and simply being there.

05/08/2026

Giving strategies may align financial and personal goals. By strategically giving, whether through charitable donations or community support, you can enhance your life while positively impacting others.

Address

3919 S. Providence Road
Columbia, MO
65203

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+15738182264

Website

https://convergencewealth.com/

Alerts

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