Broker Check

WE SIMPLIFY THE COMPLEX TO MAKE YOUR FINANCES WORK FOR YOU

What We Do

Planning & Managing Retirement

Investment Management

Tax Planning

Leaving a Legacy
(Estate Planning)

Protecting What’s Important



Synergy Financial Advisors

is an independent Financial Planning and Investment Management firm located in Midvale, Utah that caters to individuals interested in making their finances work for them instead of the other way around.

Meet Our Team

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