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

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

Synergy Wealth Management serves individual and high‑net‑worth clients and also works with pension and profit‑sharing plans. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and qualified plan consulting, including ERISA 3(21) and 3(38) fiduciary services and participant education. Investment advice is delivered through proprietary portfolios built on academic research, Strategic Asset Allocation, and Modern Portfolio Theory, with primary use of no‑load mutual funds such as DFA and Vanguard. Portfolios are reviewed weekly by the advisory team and clients receive regular custodian reporting and typically meet with the firm on a semi‑annual basis. The firm routinely offers seminars and educational workshops for clients and plan participants—often at low or no cost—which is relatively uncommon among similarly sized supported advisers. Synergy also converted to SEC registration in 2025 and combines institutional retirement plan fiduciary services with retail financial planning while maintaining a small advisory team.

To learn more about the advisors currently working at Synergy Wealth 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.