Convergent Financial Group

5.0 (2 reviews)

Financial Advising, Investing

Closed • 8:00 am - 5:00 pm

By appointment only

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Services - Convergent Financial Group

Inheritance planning

Insurance planning

Investment management

2 More Services

Retirement planning

Tax planning

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Convergent Financial Group - Happy Thanksgiving from us at Convergent... may you all be reminded of the many reasons we have to be grateful in the coming days. - Financial Advising Near Me - Mount Pleasant, South Carolina

Convergent Financial Group - Office & Meeting Room - Financial Advising Near Me - Mount Pleasant, South Carolina

Convergent Financial Group - Financial Advising Near Me - Mount Pleasant, South Carolina

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Convergent Financial Group - Convergent Financial Group - Financial Advising Near Me - Mount Pleasant, South Carolina

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Tina H.

4 years ago

Jeremy makes investing so much easier to understand. I was intimidated by trying to figure it all out. He took the time to help me understand and advise me on what to do. Jeremy is compassionate, knowledgeable and trustworthy. read more

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Leila C.

7 years ago

My husband and I have been working with Jeremy since the turn of the year. We were desperate to have a better financial plan and have more to say for our money. I specifically wanted someone that wouldn't try to sell me on their particular product (ie Life Insurance). Fast forward four months and we feel 100% better now that we have a solid roadmap for success. We are making a lot of progress and we now have tremendous peace of mind knowing that he truly has our best interest at heart... read more

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More info about Convergent Financial Group

3850 Bessemer Rd
Ste 210
Mount Pleasant, SC 29466
Directions
(843) 972-4402
Call Now
Visit Website
https://www.convergentfg.com

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Is Convergent Financial Group by appointment only?

Yes, Convergent Financial Group is by appointment only.

From the Business

Specialties

Independent Fee-Only Fiduciary Investment Advisor + Integrated Financial Planning | Advanced Investment Strategies | Institutional-Style Investing | Risk-Aware Investing | Because you shouldn't have to choose between meaningful growth opportunities and protecting your wealth.

Meet the Business Owner: Jeremy E.

Independent, Fiduciary, Fee-Only Investment Management + Integrated Financial Planning | I am passionate about helping my clients optimize upside opportunity while still prioritizing intelligent risk protection and tax mitigation. I'll even coordinate with your CPA, estate attorney, and insurance agent(s) to make sure every piece of your financial life is converging in a purposeful, holistic way.

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Heather N.

1 year ago

I'm incredibly grateful for the opportunity to work with Matt Erickson! He has been a game-changer for our family, not only helping us set clear financial goals but also creating a tailored investment strategy to achieve them. Having been a client at a major, well-known firm in the past, I can honestly say there's no comparison--Matt's deep knowledge and personalized approach are in a league of their own! read more

Convergent Financial Group - financialadvising - Updated June 2026

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