About

Synergy Financial Management, LLC, an SEC Registered Investment Advisor, specializes in providing professional money management to employers and 401(k) plan participants, so they get the most for their retirement dollars. As part of our 401(k) service package, we:

  • Reduce fees
  • Increase returns
  • Keep the client in control
  • Enroll and educate employees
  • Monitor market conditions and measure results
  • Provide investment guidance

Serving as a trusted partner, our team of 401(k) experts can design, monitor and manage a 401(k) plan that meets your company’s goals. Because we operate independently from the actual retirement plan provider, we offer objective advice to be sure you are getting a plan that meets your needs at the lowest possible cost.

We start by getting to know you and your company and learning about your goals. We’ll present you with retirement plan options, so that you can choose the right 401(k) plan for your firm. We’ll collaborate with you to set up the 401(k) retirement plan, enroll and educate your employees, and implement a structured, disciplined process to regularly monitor the plan and measure results. We do all the work, but you remain in control.

Already have a 401(k) retirement plan? We can give you an objective second opinion to see how it can be improved. We can also help you better understand your current 401(k) retirement plan to be sure you are making the most of it.

If you want Synergy Financial Management on your 401(k) team, contact us today. We’d love to show you how a 401(k) plan can contribute to your future financial success. We’re ready to help!

Meet the Team!