Divergent Planning
- Company typePrivate
- Founded2010
- HeadquartersBethesda, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Divergent Planning firmographics
Firmographics- Name
- Divergent Planning
- Legal name
- Divergent Planning
- Website
- https://divergentplanning.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Divergent Planning industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Investment Management Advisory (RIA) (FSAEAAAB), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Divergent Planning is headquartered
LocationHeadquarters
- HQ city
- Bethesda
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Divergent Planning business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory/Management Fees: As a financial advisory firm under EP Wealth Advisors, Divergent Planning likely generates revenue through fee-based advisory services, including assets under management (AUM) fees and financial planning fees. EP Wealth emphasizes a planning-first model with comprehensive services spanning financial, tax, and estate planning.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Divergent Planning product offering
Product offeringCore offering
Divergent Planning is a fee-based registered investment advisor (RIA) that delivers personalized financial advisory services to high-net-worth individuals and families. Its core services encompass financial planning, retirement planning, estate planning, tax planning, divorce financial planning, business planning, and investment management, with a fiduciary commitment and emphasis on sustainable investment practices. Following its acquisition by EP Wealth Advisors, the firm continues to serve clients through the same advisory team while gaining access to EP Wealth's broader suite of planning resources and nationwide office network.
Product overview
Divergent Planning operates as an acquired brand within EP Wealth Advisors. Following its acquisition, Divergent Planning continues to serve its clients through the same advisory team while gaining access to EP Wealth's full suite of planning services, including financial planning, investment management, tax planning, estate planning, and retirement planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Retirement Planning
- Estate Planning
- Investment Management
- Tax Planning
- Divorce Financial Planning
- Business Planning
- Family Office Services
Companies that use Divergent Planning
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Divergent Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Divergent Planning partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EP Wealth AdvisorscoreDivergent Planning has joined EP Wealth Advisors as part of a strategic acquisition/partnership. Divergent Planning clients continue to be served by the same advisory team (Matt Brock, Ara Abrahamian, Karly Holland, Josh Stromberg) and gain access to EP Wealth's comprehensive financial, tax, and estate planning services and nationwide office network. The partnership provides Divergent Planning with expanded resources while maintaining the existing client service model.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Divergent Planning competitors and assessment
Company assessmentBroad incumbents
- Wealth Enhancement Group: A national RIA platform acquiring independent, planning-led advisory firms serving HNW individuals. Offers a direct analog to the EP Wealth/Divergent Planning model: acquired boutique RIAs retain their brand and advisor continuity while gaining centralized resources.
- Edelman Financial Engines: A large national RIA offering comprehensive financial planning, investment management, and retirement income planning to HNW households. Comparable in planning-led, fee-based model and HNW target segment.
- Focus Financial Partners: The largest RIA acquirer in the US, partnering with planning-led and wealth management firms serving HNW clients. Divergent Planning's positioning and economics are comparable to the partner firms Focus consolidates.
Emerging players
- Facet Wealth: A digital-first RIA providing financial planning and investment management to affluent households via remote delivery. Represents the technology-enabled competition that traditional planning-led boutiques like Divergent Planning face for HNW wallet share.
- OneAscent Wealth Advisors: A values-aligned, planning-led RIA serving HNW families with a focus on sustainable and impact investing. Comparable to Divergent Planning's sustainable investment positioning and planning-first delivery model, though at an earlier stage of scale.
Direct peers
- Carson Group: A growth-oriented RIA rollup platform that acquires planning-led advisory firms and provides them with centralized operations, marketing, and technology. Directly comparable as a competitor acquirer of boutique RIAs serving HNW clientele with comprehensive planning services.
- EP Wealth Advisors: Divergent Planning's parent acquirer and operating platform. EP Wealth is a national RIA network offering the same planning-led, fiduciary services across financial, tax, estate, and retirement planning, making it the most directly comparable entity for purposes of evaluating Divergent Planning's positioning and economics.
- Buckingham Strategic Wealth: A national fee-only RIA emphasizing evidence-based financial planning and investment management for HNW individuals and families. Comparable to Divergent Planning in client segment, fiduciary model, and planning-led service offering, with a similar nationwide office strategy.
- Mariner Wealth Advisors: An RIA platform with a planning-first, fiduciary-led model targeting HNW families across tax, estate, retirement, and investment planning. Comparable to Divergent Planning in scope, client segment, and acquisition-led growth strategy used by EP Wealth.
- Creative Planning: A large national RIA providing comprehensive financial planning, investment management, and estate/retirement planning to HNW households. Comparable in service breadth and target segment, and a relevant comparison for scale economics that Divergent Planning could access post-integration.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Divergent Planning social profiles
Digital presenceDivergent Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
Divergent Planning leadership team
Management profileNumber of profiles
Profiles4 records
Divergent Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Divergent Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Divergent Planning
What does Divergent Planning do?
Divergent Planning is a fee-based registered investment advisor (RIA) that delivers personalized financial advisory services to high-net-worth individuals and families. Its core services encompass financial planning, retirement planning, estate planning, tax planning, divorce financial planning, business planning, and investment management, with a fiduciary commitment and emphasis on sustainable investment practices. Following its acquisition by EP Wealth Advisors, the firm continues to serve clients through the same advisory team while gaining access to EP Wealth's broader suite of planning resources and nationwide office network.
Is Divergent Planning a public or private company?
Divergent Planning is a private company. It is classified as corporate owned and is currently operating.
When was Divergent Planning founded?
Divergent Planning was founded in 2010. It employs 1 to 10 people.
Where is Divergent Planning based?
Divergent Planning is headquartered in Bethesda, United States, in the North America region.
How does Divergent Planning make money?
One revenue line is on record: advisory/Management Fees.
Who are Divergent Planning's main competitors?
Broad incumbents on record are Wealth Enhancement Group, Edelman Financial Engines and Focus Financial Partners. Emerging players are Facet Wealth and OneAscent Wealth Advisors. Direct peers are Carson Group, EP Wealth Advisors, Buckingham Strategic Wealth, Mariner Wealth Advisors and Creative Planning.
Does Divergent Planning have an API?
No public API is recorded for Divergent Planning.
What industry is Divergent Planning in?
Divergent Planning's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 52394 and its SIC code is 6282.