Ronald Taraborrelli, CFP®, ChFC®, CLU®, EA
Personalized Planning at the Intersection of Tax & Wealth
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Serving Clients Nationwide
Personalized Planning at the Intersection of Tax & Wealth
Areas of Focus
- Health Care Planning
- Insurance
- Investment Management
- Retirement Planning
- Social Security Optimization
- Tax-Aware Retirement Income Coordination
- Taxes
About Ronald Taraborrelli, CFP®, ChFC®, CLU®, EA
Hi, I'm Ron Taraborrelli, COO and Wealth Advisor at Synergy Wealth Management.I believe the right financial partner is the one who helps you finally see the whole picture—the opportunities you’ve been too busy to notice, the decisions that deserve your focus, and the small but meaningful shifts that move everything forward. That perspective has shaped not just my work, but my entire path into this profession.
Long before I became a wealth advisor, I was a 15-year-old working in restaurants, learning what real service looked like: anticipating needs, listening closely, helping people feel taken care of. For a while, I was on track to become a union electrician, but a few business classes changed the course of my life. I discovered that I loved understanding how things work, and even more, how to make them work better for people. That blend of hospitality, practicality, and curiosity became the foundation of how I show up for clients today.
With more than 25 years of experience, I’ve built a practice grounded in holistic, comprehensive planning to help safeguard your future. My background spans hands-on work, entrepreneurship, and advanced training, including the CFP® designation, ChFC® designation, CLU® designation, and Enrolled Agent status. It’s a combination that allows me to simplify complex decisions, lead with tax strategy, and give clients clear, actionable direction they can feel confident about.
Outside the office, I’m rooted in Philadelphia with my wife, our two daughters, and a few pets. Our seasons are marked by beach days at the Shore, ski trips to the Poconos, winery visits, and cheering on our Philly teams.
If you’re looking for a financial relationship that feels collaborative, thoughtful, and genuinely useful, let’s connect!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Enrolled Agent (EA)
Primary Location
309 Fellowship Road, Suite 200, Mount Laurel, NJ 08054
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Synergy Wealth Management
Synergy Wealth Management is a tax-centric investment management and financial planning practice founded by Ron Taraborrelli, CFP®, ChFC®, CLU®, EA, and based in Marlton, New Jersey.Our Services
We bring order to your financial life by integrating disciplined investment management with specialized tax strategies across our services. This includes asset location and tax-efficient investing, tax loss harvesting, ongoing portfolio monitoring and rebalancing, pension or lump-sum decision guidance, Social Security timing, and Medicare and long-term care planning, along with charitable giving strategies such as donor-advised funds and qualified charitable distributions.
Our Philosophy
By combining the rigor of a CERTIFIED FINANCIAL PLANNER® professional with the status of an Enrolled Agent, we aim to proactively minimize lifetime tax liability so clients can keep more of what they've built, providing the clarity and professional oversight needed to pursue life goals with confidence.
Who We Serve
We work with individual and institutional clients, offering tailored strategies designed to help them work toward wealth accumulation, preservation, and distribution.
Investment advice is offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Synergy Wealth Management are separate entities.
Education
Cabrini University, Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- High Net Worth
- Intergenerational Families
- Living in Retirement
- Pre-Retirees
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