Divergent Planning

Divergent Planning

Financial Services, 6701 Democracy BLVD, Bethesda, Maryland, 20817, United States, 1-10 Employees

divergentplanning.com

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Who is DIVERGENT PLANNING

Divergent Planning is a fee-only, independent Registered Investment Advisory firm providing personalized guidance and accountability to help clients navigate the financial intricacies of ...

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  • 6701 Democracy BLVD, Bethesda, Maryland, 20817, United States Headquarters: 6701 Democracy BLVD, Bethesda, Maryland, 20817, United States
  • 2010 Date Founded: 2010
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from DIVERGENT PLANNING

Divergent Planning Org Chart and Mapping

Employees

Jackie Bauer

Client Support Specialist

Natalie Brock

Client Support Liaison

Matthew Brock

Managing Partner, Lead Advisor

Crpc® Ara Abrahamian

Senior Partner, Chief Investment Officer

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Frequently Asked Questions Regarding Divergent Planning

Answer: Divergent Planning's headquarters are located at 6701 Democracy BLVD, Bethesda, Maryland, 20817, United States

Answer: Divergent Planning's phone number is +12*********

Answer: Divergent Planning's official website is https://divergentplanning.com

Answer: Divergent Planning's revenue is Under $1 Million

Answer: Divergent Planning's SIC: 6282

Answer: Divergent Planning's NAICS: 523940

Answer: Divergent Planning has 1-10 employees

Answer: Divergent Planning is in Financial Services

Answer: Divergent Planning contact info: Phone number: +12********* Website: https://divergentplanning.com

Answer: Divergent Planning is a fee-only, independent Registered Investment Advisory firm providing personalized guidance and accountability to help clients navigate the financial intricacies of success. Our collaborative ensemble approach means that each specialist of our financial team contributes to a clients financial plan, which encompasses all areas of their financial life, including savings, expenses, retirement, investments, Social Security, and tax planning. We support our ensemble approach with systems thoughtfully designed to be nimble and to help make sure the next actions in our client relationships are already planned, which leads to accountability and follow-though. Located in Bethesda, Maryland, we provide wealth management services for pre-retirees, mid-career professionals, and government employees throughout Maryland, Virginia, Washington DC, and nationwide. We meet clients in person and remotely, depending on their needs. Our goal is to provide financial cohesion, experience, and clarity to simplify our clients financial pictures, help them comfortably navigate the changes in their lives, and feel confident that all areas of their money are working toward their goals.

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