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Follow on Google News | Convergent Financial Strategies Wins Award as Top Financial Advisor in Phila RegionConvergent, a Main Line wealth management firm, recognized as tops in Philly by AdvisoryHQ
"As a fee-only fiduciary, we always have our client's best interests at heart," said Alan Schapire, managing principal. "We place an emphasis on building long-term relationships with our clients while providing education and personalized service. "This recognition reflects our firm's core values of balance, perspective and integrity in managing our client's wealth- from accumulation and growth through preservation and distribution," To compile the list of advisors, AdvisoryHQ conducted a detailed analysis of advisors and wealth management firms across the Philadelphia region, and Wilmington, Delaware using its "Top-Down" Advisor Selection Methodology, which is based on a wide range of factors including: fiduciary duty, independence, transparency, level of customized service, history of innovation, quality of services provided, team excellence, and years of experience. Firms do not pay a fee to be included in the rankings and aren't made aware that they are being reviewed until after AdvisoryHQ's reviews are completed and published. No clients were interviewed as part of the review process. Click here for the link to the award: http://www.advisoryhq.com/ About Convergent Financial Strategies Convergent is the focal point for all aspects of your wealth management. We offer our clients a highly personalized, integrated strategy which includes Goals-Based Financial Planning, Investment Management, and Tax Planning and Preparation. Our integrated team of specialists have more than 50 years of financial services experience. We also have the convenience of three professionals working together at the same location to provide you with a comprehensive, seamless approach to your wealth management. End
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