Synergy Investment Group, LLC

Overview

Synergy Investment Group, LLC is a limited liability company that advises individual and family clients, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm operates under a mix of fee arrangements — percentage of AUM, hourly charges, fixed fees and commissions — and maintains relationships with broker-dealer and insurance partners to support its advisory activities. The firm’s stated investment approach is not positioned as an active ESG strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices