Welcome to Synergy SMB
The Financial Advisor for Small Business Owners
Synergy has over 20 years of experience providing fiduciary financial planning and understands how your business works as an asset class (like stocks, bonds, real estate, etc.).
Synergy has the tools and training necessary to serve a business owner – something many financial advisors lack. Furthermore, if your current financial advisor does not understand the unique needs of a business owner, you might end up with an incomplete or inaccurate financial plan.
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Disclosure:
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances, as well as the value, marketability, and economic health of the client’s business. Personalized or specialized services, levels of experience, and professional credentials or designations, should not be construed as a guarantee of client satisfaction or any particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Investment advisory services offered through SAM.