What are the opening hours?

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

Convergence Wealth

Home
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.

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.

05/07/2026

Independence may look different for everyone.

For some, it’s retiring early. For others, it’s simply having the freedom to make choices without financial stress. It might mean supporting family, pursuing a passion, or feeling confident about the future.

There’s no one-size-fits-all definition—and that’s the point.

Build a plan that can align with your version of independence, whatever that may be.

05/04/2026

The age you begin Social Security may impact total lifetime benefits.

05/02/2026

Shifting from earned income to retirement income may require a different planning approach.

04/23/2026

The Hybrid Plan at UM consists of a lifetime pension component and a 401(a) investment account. Employees who contribute to the 457(b) plan may receive matching contributions from the University according to plan rules. The plan combines a defined benefit pension with a defined contribution account, providing structured retirement benefits along with the ability to direct contributions and select investments within the 401(a) account.

04/17/2026

Probate is a legal process used to settle certain estates. The process may take several months depending on the complexity of the assets.

04/08/2026

When someone close to you passes away, financial decisions may feel overwhelming. A structured checklist can help families focus on priorities while avoiding unnecessary mistakes during an emotional time.

04/02/2026

If you joined UM after October 2019, your Defined Contribution plan account grows with every paycheck and investment choice you make. The earlier you start contributing, the more time your savings have to grow through compounding. Small, consistent contributions now can lead to a comfortable retirement later.

03/31/2026

Knowing your Full Retirement Age (FRA) is essential for evaluating Social Security timing. Understanding how early or delayed claiming affects benefits supports informed decisions.

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

Be the first to know and let us send you an email when Convergence Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Finance Company in Columbia?