About

Synergy Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients’ wealth by delivering an unprecedented level of personalized service.

Mission

Understanding advisors committed to helping produce & manage your wealth as you pursue financial independence.  SFG does this by offering access to an extensive range of unbiased & non-proprietary investments, insurance services and referrals to other professionals in complimentary fields.

Vision

Our clients’ satisfaction, success, and financial well-being is our singular goal.

Values

We treat our clients in the same caring fashion that we would treat our own family. We appreciate the opportunity to earn our clients trust, confidence, and business.


Our advisors offer an average of 20 years professional experience in the financial services industry. We provide caring and professional advice, which helps our clients to pursue their goals. We continually advocate the importance of maintaining a coordinated and disciplined approach.

We encourage you to explore our site and learn more about the services we provide. We invite you to get to know us, and we would like to get to know you. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (410) 825-3200. We look forward to hearing from you.

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