Symphony Wealth Group

Your "Personal CFO" | Guiding You with Integrity

Symphony Wealth Group Symphony Wealth Group

Plano, TX

Serving Clients Nationwide

Your "Personal CFO" | Guiding You with Integrity

(214) 440-3090

Website

Primary Advisor Locations

Book Intro Call

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.

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Who 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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