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synergy financial planning 

   

  PROVIDING FEE-ONLY AND FIDUCIARY FINANCIAL PLANNING IN  CONNECTICUT AND BEYOND 


As of March 2024,we are no longer accepting 

new fixed fee or hourly clients 


Are you looking to partner with a fiduciary financial planner who will put your best interests first?

Are you uncomfortable buying products that carry commissions?

Do you not meet the high minimums to have your money professionally managed?

Do you find the entire subject of financial planning too complex or intimidating?


There is a solution!

Synergy Financial Planning

Providing financial advice to clients in all stages of life, regardless of net worth or income amounts.

Get started