Our Distinction

Recognizing that everyone’s economic and life situation is unique and ever changing, Synergy Financial Advisors focuses on a relationship based process to provide personalized solution to investment management and financial planning.  We are not commission based advisors looking to move you into one of our products, but instead focus on your objectives and goals and the steps needed to move you towards achieving them.  When you work with Synergy Financial Advisors you benefit from:

 

A Wealth of Knowledge

With over 38 years of combined experience Synergy Financial Advisors has great pools of experience from which to draw.  We also continually strive to innovate and improve the services we provide in what has become a very dynamic financial world.

Passion

We are enthusiastic and passionate about our services and look forward to every client interaction.

Independence

Synergy Financial Advisors is an independently owned firm that has chosen Securities America as our broker-dealer.  We are not controlled by a parent firm, which allows us to access the investment products and retirement strategies that we feel will best meet your needs.

World –Class Investment Strategies

We have access to top institutional money managers not available to the typical financial advisor.  Whether managed according to our in-house investment portfolios or that of a third party investment manager, we have tools at our disposal to build the portfolios appropriate for our client’s objective.

Objective Advice

As Certified Financial Planners, it is fiduciary responsibility to carefully consider your situation act in your best interests.   We at Synergy Financial Advisors recognize that it is only with the trust of our clients that we have been able to operate for over 29 years.  Our business model is set up to align our interests with yours.  When you succeed, we succeed.