Divergent Planning, LLC
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Divergent Planning, LLC - overview
Established
2010
Location
Bethesda, MD, US
Primary Industry
Financial Services
About
Based in Maryland, US, and founded in 2010 by co-founders Ara Abrahamian and Matt Brock, Divergent Planning LLC operates as a financial services company offering financial planning and wealth advisory services for the financial services industry. In April 2026, EP Wealth Advisors, LLC, a portfolio company of Ares Management, acquired Divergent Planning, LLC. Divergent Planning, LLC serves pre‑retirees, mid‑career professionals, and government employees with financial planning and wealth management services. The company's offerings include retirement planning, investment management, tax planning, estate planning, and Social Security analysis.
The company’s revenue is generated by providing financial planning and investment advisory services under a fee‑only model.
Current Investors
EP Wealth Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.divergentplanning.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Divergent Planning, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Divergent Planning, LLC | - |
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