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Synergy offers a new approach to buying and selling real estate. An integrated approach that looks at its impact on your overall financial situation, goals and your real estate needs.

This approach is overseen by our team of Certified Financial Planners (CFP), investment advisory representatives, engineers, and our professional real estate agents and Certified Commercial Investment Member (CCIM).

A residential property is much more than a place to live. It is probably the biggest financial decision you will make. The commitments you make in purchasing a property will influence your lifestyle and your future options. Fall in love with the wrong house and you can lose more than just your down payment.

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In both the buying and loan process, your interests may be quite different from those of the Realtor or mortgage banker. Both professionals are going to make the most money the more home you buy. Once the transaction closes, so does their responsibility to the buyer. They have no vested interest in making sure your home purchase is in your best interest or that it makes sense for your financial wellbeing.

It was this conflict of interest between the real estate industry and buyers, that initially prompted the formation of Synergy as a sister company to Synergy Asset Management, LLC. A real estate license allows Realtors to bring willing buyers and sellers together and assist them with completing the transaction. Unless they are a certified financial planner or a registered investment adviser, however, they are not authorized to give investment and financial advice on potentially your biggest financial transaction.


We are registered investment advisors through Synergy Asset Management, LLC and licensed real estate brokers through Synergy Mergers + Acquisitions. Our principal holds the Certified Financial Planner (CFP®) designation as well as certifications from other professional fields of study. We are in the unique position to offer both real estate and investment advice to help clients make sound home buying and selling decisions in the best interests of their long-term financial future.