Convergence Wealth

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.

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

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

Giving strategies may align financial and personal goals. By strategically giving, whether through charitable donations ...
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.

Independence may look different for everyone.For some, it’s retiring early. For others, it’s simply having the freedom t...
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.

The age you begin Social Security may impact total lifetime benefits.
05/04/2026

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

Shifting from earned income to retirement income may require a different planning approach.
05/02/2026

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

The Hybrid Plan at UM consists of a lifetime pension component and a 401(a) investment account. Employees who contribute...
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.

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

When someone close to you passes away, financial decisions may feel overwhelming. A structured checklist can help famili...
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.

If you joined UM after October 2019, your Defined Contribution plan account grows with every paycheck and investment cho...
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.

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

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