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Who We Serve & Why

Symphony Financial Team is built around providing first class service and guidance that is not predicated on selling a product. Our boutique practice was expressly created as a concierge financial services firm serving highly successful, executives who are passionate about life and want the best for their family, community and profession. Our focus is on taking care of all of the many facets of your financial life, with review by our independent, experienced Advisory Council and collaboration with your existing advisors, all under the leadership of your trusted advisor, Jennifer Ferguson. Only a fully functioning team, not an advisor acting alone, can deliver this level of service.  Our focus is to ensure your financial plan is cohesive and considers all aspects of your life.

 

 

 

 

 

 

 

 

Have a Question?

Symphony Financial Team is built around providing first class service and guidance that is not predicated on selling a product. Please visit our Request A Conversation page.

Important Information

Symphony Financial Team is an independent firm.

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