SFG Services

Our customized programs are designed to potentially grow and help conserve our clients’ wealth by delivering an unprecedented level of personalized service.

  • Personalized | Unbiased | Experienced

    Financial Planning that helps you pursue your goals in life.

  • A Better Future Starts Early

    College Planning that helps save for life during and after college.

  • Life Moves Fast

    Build a Retirement Plan that gets you to where you want to be.

  • Eliminate Uncertainty

    Estate Planning that maximizes value while decreasing expenses.

]

Join as a Client

For financial independence now & for your future

Meet Our Team

Independence in a supportive environment

Join as an Advisor

Get to know the people behind Synergy Financial Group

Resources

Learn more about managing your finances.

Learn More

Sign Up For Our
Monthly Newsletter

Sign up for our newsletter to receive financial tips and news.

Newsfeed

Latest Video: LPL 2015 Midyear Outlook

Latest Video: LPL 2015 Midyear Outlook ... Read More »

Latest Video: Outlook 2015 Spring Update

Latest Video: Outlook 2015 Spring Update ... Read More »

New Video: Market Outlook Update: Fall 2014

Market Outlook Update: Fall 2014 ... Read More »

Read More

401 Washington Avenue, 7th Floor, Towson, MD 21204