Symphony Wealth Group

Your "Personal CFO" | Guiding You with Integrity

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Symphony Wealth Group Symphony Wealth Group

Plano, TX

Serving Clients Nationwide

Your "Personal CFO" | Guiding You with Integrity

36 Certified Advisor Reviews™

4.9 out of 5 Stars

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(214) 440-3090

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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

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review

By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Profit on investment is excellent

✅ Wealthtender Certified Advisor Review™

Apr 24, 2026

I can be at ease knowing that my investments are managed by someone who does an excellent job.

Relationship to Financial Advisor: Client as of Apr 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joy

Exceptional Guidance During One of Life’s Hardest Chapters

✅ Wealthtender Certified Advisor Review™

Apr 24, 2026

I cannot recommend Breanne highly enough. She came into my life during one of the most difficult and overwhelming periods I’ve ever faced—my divorce—when I was emotionally drained, completely out of my depth, and unsure of how to protect myself financially. From the very beginning, Breanne demonstrated not only exceptional expertise, but an extraordinary level of care, persistence, and integrity. She quickly recognized that the legal support I had in place at the time was not serving my best interests. With her guidance and encouragement, I made the difficult decision to change representation—something that felt incredibly intimidating in the moment, but ultimately became one of the most pivotal decisions I made during the entire process. Breanne didn’t just advise from a distance—she was deeply engaged, strategic, and unwavering in her support. She helped me navigate attorney interviews, break down complex financial and legal dynamics, and, most importantly, empowered me to make informed decisions at a time when I felt anything but confident. She also helped me recognize and navigate circumstances and agreements from my marriage that I didn’t fully understand at the time—situations that could have had significant and lasting financial consequences. What truly sets Breanne apart is her rare ability to pair sharp financial acumen with genuine compassion. She has a clear passion for helping women navigate divorce with strength, clarity, and dignity—and that passion is not just something she says, it’s something she lives through her work. She advocated for me in ways I didn’t even know I needed, and consistently protected my interests during a time when I was most vulnerable. There were moments when I felt completely uncertain and overwhelmed, and she brought clarity, calm, and confidence exactly when I needed it most. I truly believe that without her guidance, my outcome could have been drastically different. I am beyond grateful for her guidance, and without hesitation, I would trust her again with one of the most important chapters of my life.

Relationship to Financial Advisor: Client as of Apr 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Anonymous

Annual Overview of accounts

✅ Wealthtender Certified Advisor Review™

Apr 24, 2026

My accountant referred me to Breanne Just before I retired and she has been managing my investments for about 15 years. I always went with her when she moved on to different firms and my investments have kept growing along with my age. She is the best person I have ever had in my corner and consider her to be a dear friend. I have referred her to friends and family and they seem to be very satisfied with their investments as well. She is always available to me and all her clients, She's the BEST!

Relationship to Financial Advisor: Client as of Apr 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Chris Holyfield

Extraordinary Certified Divorce Financial Analyst

✅ Wealthtender Certified Advisor Review™

Apr 24, 2026

I met Breanne Polonia in 2017 while I was navigating the end of my 20-year marriage. At the time, I knew I needed a financial advisor who could help me plan for an uncertain future. Having stepped away from my career as a Realtor more than a decade earlier to raise my children, I was facing the reality of re-entering life on my own after years out of the workforce. Breanne went above and beyond from the very beginning. She worked closely with my attorney to ensure I received everything I was entitled to—something far beyond what most financial planners would typically do. Throughout the long process, she provided not only guidance but also clarity, helping me understand every aspect of my settlement while building a thoughtful plan to secure my financial future. What stood out most was how deeply she listened. She took the time to understand my goals and designed a strategy that truly reflected my priorities and aspirations. That was nine years ago, and we’ve continued to refine that plan as life has evolved—through putting my children through college, law school, and now medical school. Along the way, I’ve expanded into real estate investments and relocated from California to New York to Texas. Through every change, Breanne has demonstrated an exceptional ability to identify the right opportunities and adapt when needed. I highly recommend Breanne to anyone seeking a financial advisor, and especially to those navigating the financial complexities of divorce.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

C Crandall

Information time

✅ Wealthtender Certified Advisor Review™

Apr 24, 2026

Always look forward to talk with Breanne every year so she can explain what to look forward to the year to come and the year that just pasted.

Relationship to Financial Advisor: Client as of Apr 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

CAROLE

Account review

✅ Wealthtender Certified Advisor Review™

Apr 24, 2026

Breanne is highly and well versed about our accounts. She provides understandable information and a well thought out path forward.

Relationship to Financial Advisor: Client as of Apr 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Sandra Gregersrn

Breanne Polonia

✅ Wealthtender Certified Advisor Review™

Apr 24, 2026

Breanne is a wonderful advisor. She is very professional and knowledgeable. We look forward to our meetings with her and value her advice. Breanne goes above and beyond… helping with many things outside of finances.

Relationship to Financial Advisor: Client as of Apr 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Linda

yearly talk with Breanne

✅ Wealthtender Certified Advisor Review™

Apr 24, 2026

Breanne explained everything I needed to know about my accounts. I think she is great.

Relationship to Financial Advisor: Client as of Apr 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Carole Davis

More Than an Advisor—A Trusted Partner for Life

✅ Wealthtender Certified Advisor Review™

Apr 16, 2026

I’ve worked with Josh for over 20 years, and looking back, I can’t imagine going through all those financial decisions without him. Because of his guidance, I was able to retire at 57—and even during some pretty uncertain times in the market, my retirement has continued to grow. What I’ve always appreciated most is how steady he is. He never overreacts (even when I do) when things get rocky and always brings things back to a long-term perspective, which has made a huge difference for me. At this point, Josh feels like more than just a financial advisor—he’s someone I genuinely trust, like part of the family, who truly has my best interests in mind.

Relationship to Financial Advisor: Client as of Apr 16, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Ken Knight

Lee Swinford is a knowledgeable, well prepared and respectful wealth manager.

✅ Wealthtender Certified Advisor Review™

Apr 6, 2026

Lee continuously demonstrates expertise in providing recommendations for investment portfolios that achieve optimal performance. He ensures that clients receive appropriate levels of communication and in-person meetings to evaluate investment vehicles. Lee is fully prepared when discussing portfolios and recommends opportunities for enhancing rates of return while ensuring asset safety. I highly recommend Lee and Symphony Wealth Group.

Relationship to Financial Advisor: Client as of Apr 6, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Keith Kirchner

Excellent Service

✅ Wealthtender Certified Advisor Review™

Mar 13, 2026

I have worked with SWG for several years, and they consistently provide the highest level of service and financial guidance. Their strategies have given me true peace of mind, and I trust them completely to manage my finances, knowing they always have my best interests at heart. From ownership to every team member, they are top-tier professionals. I highly recommend their services. Thank you, SWG, for your support and dedication.

Relationship to Financial Advisor: Client as of Mar 13, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Tanner Andregg

Quarterly review

✅ Wealthtender Certified Advisor Review™

Mar 12, 2026

It is always pleasure to meet my advisors on quaterly basis. This way we can keep up with the changes and see how we are doing financially. Also good time to make any updates that are needed time to time.

Relationship to Financial Advisor: Client as of Mar 12, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Gunvant Rita Patel

Josh and team are awesome

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

Josh been taking care of our portfolio for 16yrs. he knows our needs and manages our money in a way where we have ZERO concerns, even when the stock market isn't performing at its best.

Relationship to Financial Advisor: Client as of Mar 11, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

L Fowler

Caring about ALL our financial needs.

✅ Wealthtender Certified Advisor Review™

Feb 18, 2026

Josh and his team care not just about our financial health but our family as real people not just numbers. Helping us to make solid financial decisions as well as which avenue to take when the unexpected happens, and it always does at some point.

Relationship to Financial Advisor: Client as of Feb 18, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jane Strawn

Excellent Client Service

✅ Wealthtender Certified Advisor Review™

Feb 17, 2026

I've been with Amber and her team for many years and the excellent client service that I've experienced is top notch! Amber makes it a point to take care of my financial wellness. She makes me feel like I am her top client. Such an amazing grace! I've been able to achieve my successful financial goals with her wealth of knowledge and guidance. Thank you, Amber to you and your amazing team!!

Relationship to Financial Advisor: Client as of Feb 17, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Donna

God Bless Amber Andregg and Ross

✅ Wealthtender Certified Advisor Review™

Feb 17, 2026

In short, because of Amber and the Symphony team, I spend my time enjoying retirement and the spending of the retirement money, rather than determining what my investment strategies should be. The returns that we have received far exceeded expectation as well as previous advisors and firms. Our retirement is comfortable because of Symphony.

Relationship to Financial Advisor: Client as of Feb 17, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Michael Gagne

Exemplary Wealth Management.

✅ Wealthtender Certified Advisor Review™

Feb 13, 2026

This company has given me the trust and peace I need in managing my money; it is such a blessing that i do not take for granted. I could not ask for a better company, like Josh and SWG. He was and has always been TRULY a God-send. THANK YOU!!

Relationship to Financial Advisor: Client as of Feb 13, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Andria Babineaux

Yearly review

✅ Wealthtender Certified Advisor Review™

Feb 6, 2026

After 20 years of working together, I can’t recommend Joshua Smith highly enough. He’s incredibly helpful and the most honest advisor I’ve ever known. I trust him so much that I’ll continue to be his client no matter where he goes.

Relationship to Financial Advisor: Client as of Feb 6, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cynthia Watets

Review Meeting

✅ Wealthtender Certified Advisor Review™

Feb 3, 2026

Joshua Smith is the most knowledgeable and trustworthy financial advisor. I have trusted him for over 20 years. He has tremendously helped me with all of my finances during my retirement! All of the office staff is like family and treats me with respect!

Relationship to Financial Advisor: Client as of Feb 3, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cynthia Waters

Outstanding Partner

✅ Wealthtender Certified Advisor Review™

Feb 3, 2026

Josh has been managing my account for 15+ years. He prepared a portfolio while I was working that has now sustained my retirement requirements. He and his staff have always given me sound advice as well as managed my portfolio extremely well.

Relationship to Financial Advisor: Client as of Feb 3, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

David Summers

Financial Advisor Review (Symphony Wealth Group)

✅ Wealthtender Certified Advisor Review™

Jan 21, 2026

The staff at Symphony Wealth are professional and courteous. I appreciate their deep financial knowledge, guidance and care. My wealth advisor is Amber Andregg; Amber has managed my investments and financial plans for many years. She provides comprehensive strategies that meet my short and long term goals. Their office is conveniently located in Plano near the tollway and Legacy.

Relationship to Financial Advisor: Client as of Jan 21, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Eric Whitmore

Leave worries behind

✅ Wealthtender Certified Advisor Review™

Dec 12, 2025

SWG put together a complete retirement plan for me including a long term spend profile that helps me plan travel, projects, home renovation, and general spending. This way I can ensure to live well and enjoy activities for the rest of my life. I leave the financial worries behind.

Relationship to Financial Advisor: Client as of Dec 12, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Michelle

EOY Review

✅ Wealthtender Certified Advisor Review™

Dec 12, 2025

Josh and team have been great over these last 2yr! He is also very helpful and patient walking my wife and I through initial 2 years of retirement. He is always available for a chat and or meeting to discuss how things are going.

Relationship to Financial Advisor: Client as of Dec 12, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Steven M

Friendsgiving Event

✅ Wealthtender Certified Advisor Review™

Nov 18, 2025

My wife and I thoroughly enjoyed the presentation. It was humorous and very informative. It was very nice to visit your offices. It made us feel very inclusive. Kara was fantastic!!!

Relationship to Financial Advisor: Client as of Nov 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jeff Thompson

Excellent meeting and insights

✅ Wealthtender Certified Advisor Review™

Nov 18, 2025

Good overview of markets and upcoming tech. Great conversation about future of AI.

Relationship to Financial Advisor: Client as of Nov 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Patrick and Lynn Wilde

Kara Murphy -Barbie Talk

✅ Wealthtender Certified Advisor Review™

Nov 18, 2025

Kara is very relatable and breaks things down to where you can understand what the markets are doing as a result of AI technology.

Relationship to Financial Advisor: Client as of Nov 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Pam Gray

Friendsgiving Lunch

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

The information that Kara presented was very informative and easy to understand. The associates where very kind and ovrer all atmosphere was very pleasant.

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Bernard Franklin

The Best of all Worlds

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

My wife and I have been clients of Symphony Wealth Group since its inception. I titled this review “The Best of all Worlds” because I have found that Symphony is unique in its ability to provide support and financial advice using state of the art modeling and knowledge of and access to the same financial vehicles as the larger Investment Firms in the country. While they provide all the same tools as the larger firms, they also provide what we want from someone who is going to be responsible for our financial wellbeing. And that is someone who knows us and our needs at a personal level. A partner who works with us to do whatever we need support with to achieve our goals. Josh Smith and his team have done an outstanding job of doing just that for us. We have referred numerous family and friends to meet with Josh and the folks at Symphony to hear what they have to say. 100% of those individuals who met with, and did an assessment of Symphony and the team, all made the same decision to join and have Symphony manage/invest their financial future. Finally, we have been extremely successful with Symphony, and have enjoyed every minute.

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Elroy Cartwright

Barbie Presentation was Terrific

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

Kara’s presentation was informative and entertaining. The pink sequins were the icing on the cake. Thanks for this event.

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Bennett Karen

Good AI Summary

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

Thanks Kara for the discussion. Good insights and logic as to how this technology could affect portfolio decisions as well as our individual life.

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jim

AI Made Easy!

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

Great and simple introduction to where AI is going and has been to understand investment potential.

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Anonymous

Excellent

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

Josh and his team exceed my expectations every year!

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Nick

Kara Murphy - The future of A.I. investments

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

Kara brought a very relevant topic to the group in an engaging and high energy manner. She shared insights that were helpful in understanding past technology booms/busts, the current state and future of how A.I. and how they will shape market futures. Kara presented her topic very well and the Symphony Wealth Group team were gracious hosts. I appreciate all the effort to keep your clients informed on emerging trends.

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Matthew Goff

Good Overview of the Impact of AI

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

Good overview of AI on how it has impacted the economy and the handful of companies that are driving the technological change. Good use of the analogy of Barbie and AI. Q&A session was informative and answered some of my questions as well.

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Brian

Review of Amber and Ross

✅ Wealthtender Certified Advisor Review™

Nov 13, 2025

I have worked with Amber for a very long time. Every chance I get I sing her praises and recommend her highly. Since Russ has come on, he has been very helpful and responsive to my needs. Recently, they have have been assisting me with a legal matter. They have spent many, many hours helping me resolve this issue. I feel the amount of work has been way beyond the normal financial planning activities.

Relationship to Financial Advisor: Client as of Nov 13, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Karen Skinner

Outstanding investment Team

✅ Wealthtender Certified Advisor Review™

Nov 10, 2025

We have trusted SWG with our investments since the inception of the company. They have demonstrated exceptional integrity and we have been extremely successful with their investment decisions. We have been extremely pleased with the accessibility and wise counsel of Joshua and his team.

Relationship to Financial Advisor: Client as of Nov 10, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Tobey Nealy

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