Name: Synergy Financial Advisors
Address: 6965 Union Park Center, Midvale, UT, 84047, US
Telephone: (801) 352-6005

Simplifying the complex to make your finances work for you

Our Story

At Synergy Financial Advisors, we believe that simplifying the complex can lead to achieving your financial goals. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. Our mission is to create a synergy between your financial goals and a personalized plan that moves you closer to achieving them.

What We Offer

At Synergy Financial Advisors, we offer a comprehensive range of financial planning and investment management services designed to help you achieve your financial objectives. Our services include:

Retirement Planning: We help you create a customized retirement plan tailored to your goals, risk tolerance, and financial circumstances.

Investment Management: Our experienced advisors work closely with you to develop an investment strategy that aligns with your financial goals and risk tolerance.

Estate Planning: We help you create a comprehensive estate plan that ensures the transfer of your assets to your loved ones or charitable causes you support.

Tax Planning: Our tax professionals work to minimize your tax liability and maximize your after-tax return on investment.

Insurance Planning: We help you create a customized insurance plan that protects your income, assets, and loved ones from unforeseen risks.

Protecting What's Important

At Synergy Financial Advisors, we understand that your financial goals are closely tied to your values and priorities. That's why we take a holistic approach to financial planning, considering your unique circumstances, goals, and risk tolerance. Our approach is built on mutual trust, respect, and open communication.

Our Philosophy

We believe that financial planning and investment management should be tailored to your individual circumstances and goals. Our advisors are committed to providing personalized service, fostering long-term relationships, and helping you achieve financial independence. We take the time to understand your financial situation, goals, and concerns, and develop a customized plan that aligns with your aspirations.