DEC 22 2011 | Convergent Wealth Advisors Wraps Up a Dynamic Year Convergent Wealth Advisors wraps up a record year in terms of new business.

NOV 21 2011 | Steve Lockshin's Letter to the Editor Published in Barron's Convergent CEO Steve Lockshin addresses Warren Buffett's position on increasing taxes. To read the letter, click here.

OCT 26 2011 | Convergent Launches Independence by Convergent™ Convergent Wealth Advisors launches Independence by Convergent™, a new division focused exclusively on serving the needs of clients starting wtih $500,000 in investable assets. 

OCT 12 2011 | Convergent Wealth Advisors Comments on Dunn/Van Dusen Departures Convergent comments on the departures of George Dunn and Lori Van Dusen teams.

AUG 30 2011 | Convergent CEO Steve Lockshin Ranked #1 Independent Financial Advisor by Barron's Barron's ranks Steve Lockshin #1 on Top 100 Independent Financial Advisors list. Dave Zier also ranked.

AUG 15 2011 | Convergent Ranked #2 in AdvisorOne Top 100 Wealth Managers Convergent Wealth Advisors is proud to announce that AdvisorOne has ranked Convergent #2 on its annual list of Top 100 Wealth Managers.

MAY 27 2011 | Convergent Wealth Advisors Relocates Headquarters to 12505 Park Potomac Avenue, Suite 400, Potomac, MD 20854

APR 20 2011 | Four Convergent Advisors Ranked in Top 100 by Barron's Convergent Wealth Advisors is proud to announce that Barron’s has named four of the firm’s advisors to its annual list of America’s Top 100 Financial Advisors.