We founded our financial planning firm in Bethesda, MD, in 2010 to serve Maryland, Virginia, Washington DC, and nationwide. We are proud of our role in helping residents achieve their financial and life goals.
At Divergent Planning, we offer comprehensive financial planning and investment management to help pre-retirees, mid-career professionals, and federal government employees navigate the financial intricacies of their success.
Working with us, you receive the expertise of a financial advisor who:
Has local roots
Is independent
Has no obligations to national or multinational companies
Knows and serves the community
We are also great respecters of your time. We strive to make meetings convenient for you, meeting with you in Bethesda, MD; Tysons, VA; or virtually via the web—whatever works best for you.
Locations We Serve from Our Bethesda Office
Chevy Chase
Bethesda
Rockville
Gaithersburg
Potomac
Germantown
Silver Spring
Washington, DC