Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Synergy Financial Advisors

Bringing together the multiple facets of your financial life into one plan that moves you toward your financial goals.

syn·er·gy
the interaction or cooperation of two or more organizations, substances, or other agents to produce a combined effect greater than the sum of their separate effects.

Why Choose Us?

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

Learn more

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.

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Navigating Uncertain Times

Synergy Financial Advisors

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

Have a Question?

Leaving a Legacy
(Estate Planning)