Round Rock, TX Office
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Symphony Retirement Partners LLC
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About
Symphony Retirement Partners provides investment management, financial planning (offering both essential and advanced plans), and retirement plan consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, estates, and business entities. The firm also facilitates access to third‑party money managers and ongoing supervisory services for custodial accounts.
The firm states it offers both discretionary and non‑discretionary management and employs a range of methods including fundamental and technical analysis, charting, and modern portfolio theory, using both long‑ and short‑term strategies. Accounts and plans are reviewed regularly (investment accounts at least annually and plans/TPMM engagements at least quarterly), and the firm documents procedures for non‑discretionary decision‑making and client approval.
A distinctive feature disclosed in the brochure is that the firm’s principal also operates as a licensed insurance agent and may receive commissions for insurance product sales, a potential conflict of interest the firm discloses and says it mitigates by offering clients the option to implement recommendations through other agents. The brochure also highlights the firm’s role in retirement plan consulting and the use of third‑party managers with fee‑sharing arrangements, and it notes that while non‑discretionary processes are described, the firm’s reported assets under management are maintained on a discretionary basis.
Based on Symphony Retirement Partners LLC
Expertise
Based on Symphony Retirement Partners LLC
Location
1 Chisholm Trail, Bldg 1, Suite 450
Round Rock TX 78681
Advisors at this office
2
Advisors at this office
John K
Series 63, Series 65
Round Rock, TX
Symphony Retirement Partners LLC
John Koshy is a financial advisor with Symphony Retirement Partners LLC in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years before joining Symphony Retirement Partners in 2019. In addition to his advisory role, he is a licensed insurance agent offering a range of insurance products including accident, health, disability, and life insurance. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, utilizing a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and non-discretionary accounts.
Yunny D
CFP®, Series 66
Round Rock, TX
Symphony Retirement Partners LLC
Yunny Dang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Symphony Retirement Partners LLC. Prior to joining Symphony, she spent two decades at Lincoln Financial Advisors and briefly worked at Osaic Wealth, Inc. Outside of advising, she is a licensed insurance agent offering fixed annuities, disability income insurance, and traditional life insurance, and volunteers as a poll worker during elections in Austin, TX. Symphony Retirement Partners LLC advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting. The firm combines fundamental analysis, technical methods, and modern portfolio theory to implement both long- and short-term strategies, with a predominance of client-directed accounts.
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