A complete list of active advisors currently associated with Symphony Financial Team
Warmer can help you find a great advisor at Symphony Financial Team or one who fits your needs even better.
Symphony Financial Team serves individual and high‑net-worth clients, commonly business owners and executives, by providing comprehensive financial planning and related advisory services. The firm offers tiered planning packages (concierge, collaborative, consultative) and coordinates implementation with other professionals on matters such as insurance, tax, estate planning, bookkeeping oversight and document management. The firm’s approach emphasizes planning over in‑house portfolio management: it characterizes its investment guidance as generally conservative, assists clients in selecting allocation models, and relies on third‑party discretionary managers (for example, First Ascent) to implement and monitor portfolios. Symphony integrates an eMoney client portal for aggregation and reporting, conducts regular reviews, and convenes an Advisory Council of outside experts for collaborative advice on complex issues. Noteworthy aspects include that Symphony reported no assets under management as of December 31, 2025 and does not provide direct portfolio management or use percentage‑of‑AUM advisory fees, instead delivering fixed‑fee planning and recommending outside managers when investment management is needed. The firm is small (two advisors and roughly 26 clients) and combines concierge services—digital vaulting, ID tracking, contract reviews and active coordination with other advisors—with principals who are licensed insurance producers and who maintain separate real‑estate and other business activities.
To learn more about the advisors currently working at Symphony Financial Team, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lake Mary, FL
| 28
| |
Lake Mary, FL
| 37
|
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