Joshua
Stromberg
Divergent Planning
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About this Advisor
Joshua Stromberg is a certified financial planner based out of Bethesda, Maryland with a total of 1 year of relevant experience. Stromberg is an employee of Divergent Planning. Their career trajectory has included roles at Wealthway Financial Advisors, Ameriprise Financial, Fairfax Racquet Club, Travesky & Associations, LTD, Travesky & Associates, LTD, Virginia Polytechnic & State Institute, South County High School and Divergent Planning, LLC. Stromberg is registered to serve investors in Virginia. Divergent Planning is a registered investment company operating out of Bethesda, MD. It manages $198 million in assets between its 768 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 768 accounts, 68% belong to high-net-worth clients who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fee schedules usually vary depending on the financial services. Fees charged by Divergent Planning most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Divergent Planning Brokerage Details
$197,844,032
8
768
$257,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Joshua Stromberg Work History
Joshua has been registered as a financial advisor for 1 years.*
Divergent Planning, LLC
Wealthway Financial Advisors
Ameriprise Financial
Fairfax Racquet Club
Travesky & Associates, LTD
Travesky & Associations, LTD
Virginia Polytechnic & State Institute
South County High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Stromberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Divergent Planning
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
