A complete list of active advisors currently associated with Syman-Degler Group, LLC

Warmer can help you find a great advisor at Syman-Degler Group, LLC or one who fits your needs even better.

Syman-Degler Group, LLC advises individual and high‑net‑worth clients and also provides retirement plan advisory to employer plan sponsors and participants. Services include ongoing portfolio management, project and hourly financial planning, and assistance with IRAs and college‑savings accounts. The firm operates on a non‑discretionary basis for all client relationships, obtaining client approval for trades and conducting at least quarterly reviews. Investment implementation commonly emphasizes mutual‑fund allocations — including American Funds F‑2 share class strategies held at the transfer agent — while Charles Schwab is used when clients elect to include individual equity or fixed‑income positions. What distinguishes the firm from many peers is that most of its regulatory assets are managed non‑discretionarily and fees for many accounts are debited directly by the mutual fund transfer agent; retirement plans use the RecordkeeperDirect® platform and remain participant‑directed. The firm is a small team of three CFP professionals, discloses that advisors are licensed to sell insurance (with potential commission conflicts), and reports a prior regulatory order involving a principal as well as previously resolved tax liens in its disclosures.

To learn more about the advisors currently working at Syman-Degler Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.