A complete list of active advisors currently associated with Zynergy Retirement Planning

Warmer can help you find a great advisor at Zynergy Retirement Planning or one who fits your needs even better.

Zynergy Retirement Planning is a fee‑only advisory that serves individuals and couples, with a focus on clients at or near retirement, providing ongoing financial planning and discretionary asset management. The firm also offers integrated tax services — including tax planning, preparation, payment management, and audit defense — and explicitly includes one rental property and one small business in its tax work. The firm’s investment approach emphasizes diversified portfolios built primarily with index mutual funds and ETFs, low turnover, low costs, and regular rebalancing; trading is generally infrequent and driven by rebalance needs. Zynergy manages client assets on a discretionary basis (it reports no non‑discretionary accounts) and conducts account reviews at least weekly, with semi‑annual client reviews and an annual written year‑end report. Compared with many team firms, Zynergy’s combination of investment management with bundled tax services and a higher‑touch “Private Office” offering (which adds legacy estate planning, generational planning, and retirement enrichment) is notable. The firm states it is fee‑only, invests alongside clients in the same funds while requiring client orders be placed before personal trades, and manages about $173 million across roughly 591 accounts on a discretionary basis.

To learn more about the advisors currently working at Zynergy Retirement Planning, 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.