Financial Synergy, Inc.

Overview

Financial Synergy, Inc. operates as an independent registered investment advisor (RIA) with a focus on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. While it does not engage in capital allocation, it does offer a range of services, including insurance brokerage and accounting. Financial Synergy, Inc. does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices