A complete list of active advisors currently associated with Synergy Capital Management, LLC

Warmer can help you find a great advisor at Synergy Capital Management, LLC or one who fits your needs even better.

Synergy Capital Management provides fee-only financial planning and investment management to individuals, families, small businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. Services include comprehensive financial planning (retirement, tax, estate and education planning), ongoing asset management, and limited-scope hourly engagements. The firm manages portfolios under a documented investment policy using a core-and-satellite strategic asset-allocation approach that emphasizes passive index funds and ETFs as the core while selectively adding active funds or individual securities; permitted investments include mutual funds, ETFs, equities, fixed income and, when appropriate, options, futures or other strategies. It typically operates with discretionary trading authority under a limited power of attorney and delivers at least biannual account reviews and written updates. Noteworthy distinctions include the firm’s small scale—managing roughly $1 million for a very small number of clients—which correlates with more individualized attention and negotiable fee arrangements, and its explicit inclusion of implementation services such as tax-preparation within advisory agreements along with a formal business-continuation agreement to address key-person events. The firm is strictly fee-only (no commissions), recommends discount custodians for custody, and the lead advisor holds professional credentials (CFP®, an MBA and CFA Program candidacy).

To learn more about the advisors currently working at Synergy Capital Management, 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.