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Getting started with telos

An Easy, Clear Path to Financial Guidance.

Our process is designed to be simple, transparent, and focused on your specific needs. Here’s how we work together to help you pursue your financial goals:

Step 1
Introduction

This is a relaxed, no-pressure conversation where we assess if we’re a good fit and outline areas where thoughtful financial planning can create value

Step 2
Discovery

This session is collaborative, ensuring accuracy and giving us the opportunity to discuss important details and uncover insights in real-time

Step 3
Action

We’ll present a personalized plan that outlines tailored recommendations on investments, taxes, retirement, and more. You’ll gain online access to your accounts and the tools you need to execute your strategy.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Convergence Financial, a registered investment advisor. Convergence Financial and Telos Strategic Wealth are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.