Symphony Wealth Group
Your "Personal CFO" | Guiding You with Integrity
Serving Clients Nationwide
Your "Personal CFO" | Guiding You with Integrity
Primary Advisor Locations
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
About Symphony Wealth Group
At Symphony Wealth Group, we serve clients from all walks of life, offering premium guidance and solutions tailored to your unique aspirations. Experience financial planning in a way that offers you the financial confidence that comes with having your own “personal CFO” by your side.Our Mission
Our mission is to achieve financial harmony, one note at a time. We believe that financial planning should be as harmonious and fluid as a symphony, where every element works together to create a balanced and fulfilling financial journey. Our commitment to this mission is built on the foundation of trust and confidence, which are the core values that guide our interactions with every client.
Your Trusted Partner
At Symphony Wealth Group, trust and dependability are at the core of our practice. Our concierge-level services, coupled with a full suite of in-house financial solutions, allow every aspect of your financial picture to be addressed. We are committed to building relationships based on shared experiences and values, caring deeply about your life and future.
An Experienced Team
Founded in 2023, Symphony Wealth Group brings together a team of experienced professionals with deep roots in the financial industry. Although we are a newly established firm, our team members possess years of expertise and knowledge, allowing us to offer seasoned insights and innovative solutions. Our collective experience empowers us to guide you through the complexities of financial planning with confidence and clarity.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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Excellent Service
Quarterly review
Josh and team are awesome
Caring about ALL our financial needs.
Excellent Client Service
God Bless Amber Andregg and Ross
Exemplary Wealth Management.
Yearly review
Review Meeting
Outstanding Partner
Financial Advisor Review (Symphony Wealth Group)
Leave worries behind
EOY Review
Friendsgiving Event
Excellent meeting and insights
Kara Murphy -Barbie Talk
Friendsgiving Lunch
The Best of all Worlds
Barbie Presentation was Terrific
Good AI Summary
AI Made Easy!
Excellent
Kara Murphy - The future of A.I. investments
Good Overview of the Impact of AI
Review of Amber and Ross
Outstanding investment Team
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