Synergy Wealth Alliance is a community of independent financial professionals built on a hybrid Registered Investment Adviser (RIA) and independent broker-dealer model. The firm's mission is to empower its affiliated financial advisors with comprehensive back-office support, an open-architecture platform of products, advanced technology, and a collaborative environment. This structure allows advisors to maintain their independence while leveraging the resources of a larger organization to provide financial planning, investment management, and wealth management services to their clients.

Founded in

United States