A complete list of active advisors currently associated with Synergy FG

Warmer can help you find a great advisor at Synergy FG or one who fits your needs even better.

Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages client assets on a discretionary basis and may engage third‑party sub‑advisors to implement portions of client portfolios. The firm’s investment process combines technical and fundamental analysis with model-based asset allocation and three core strategies (Income, Growth and Growth & Income) that are tailored to each client’s goals and risk tolerance. Portfolios may include derivatives, institutional‑grade real estate, private equity and other direct investments, ETFs and municipal bonds, and the firm may employ borrowing in separately managed accounts and recommend structured or private placement investments when suitable. Compared with many peers, Synergy operates with a small advisory team overseeing a relatively large asset base and indicates its services are most appropriate for clients with significant investable assets. A principal of the firm is also a licensed insurance agent and the firm may recommend commissionable insurance products in addition to advisory services, a relationship that the brochure discloses as a potential conflict of interest.

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