Synergy Wealth Advisors, LLC

Overview

Synergy Wealth Advisors, LLC is an independent, individual-owned RIA operating as a limited liability company that focuses on serving individuals and families. The firm acts as a capital allocator and combines financial planning with portfolio management for individuals and small businesses; it also offers adviser selection services. Fee arrangements are mixed and include a percentage-of-AUM component alongside hourly and fixed-fee engagements and other billing approaches. Synergy additionally operates as an insurance broker. The firm does not identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices