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Cohesive Financial and Investment Services

We offer financial planning and investment management to help incorporate all your needs and goals. Your financial planning may include the following:

Budgeting, Risk Management, Retirement Planning, Investment Management, Insurance Analysis

Tax Optimization, Estate Planning, Employee Benefit Analysis, Social Security Analysis, Medicare Analysis Health Care Cost Analysis

Bethesda, MD Location

Divergent Planning, 6701 Democracy Boulevard, Suite 300, Bethesda, MD, 20817, United States240-428-8911

© 2025 Divergent Planning, LLC
6701 Democracy Boulevard, Suite 300, Bethesda, MD 20817 | (240) 428-8911 | info@divergentplanning.com

Divergent Planning, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Divergent Planning, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Divergent Planning, LLC unless a client service agreement is in place.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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