Life and Money in Concert

Our Team

Symphony is a privately owned financial services firm with offices in Herndon and Leesburg, Virginia, as well as Rockville, Maryland. Our advisors offer fee-based financial planning and investment management services. When you engage us you receive personal attention and independent advice. You won’t be lost in the shuffle of a large impersonal firm. We strive to treat others as we would want to be treated. We believe in kindness.

At Symphony, we create an environment where clients feel comfortable, informed, and heard. We recognize that others in the financial services industry often speak in acronyms, talk down to clients, are ineffective communicators, or simply don’t listen. We seek to make your experience at Symphony different.

We appreciate that no two lives are the same and that your financial planning and investment management should be fully aligned with your evolving lifestyle. Other firms may force you into rigid boxes and push cookie cutter solutions. We never will.

We always have a plan B. We want you to have a plan B as well.

Who We Serve

We’ll be a familiar face, there to help you, your parents, children, and grandchildren. We work with all types of individuals and families as well as public, private, and federal employees.

We can help you if you are:

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Starting your professional career

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Preparing for a marriage or divorce

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Planning for your retirement or seeking a retirement plan for your business

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Caring for aging parents or a disabled child

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Handling the inheritance of a large sum of money or other unexpected financial windfall

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Anticipating paying for college

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Buying, selling, or refinancing a home or investment real estate

Financial Planning Process

Think of Symphony Financial as your financial guide. Delegate the tough, behind-the-scenes work to us when you are busy with the complexities of your life. We work with you to provide a financial plan tailored to you.

Here’s what we do:

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We start with a conversation to learn about your concerns and vision for the future. You will get to know us and how we will work together.

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A written plan is provided with recommendations based on the strategies we develop for you.

You receive guidance with the implementation of your chosen strategies.

We work hand-in-hand with you to reach your vision of the future and help you to adapt your strategies as circumstances change.

Investment Management

Solid investment selection and management is the last component that will bring your financial plan to life. As a privately owned firm, we are not affiliated with any bank, wire house, or insurance company. Therefore, we have no incentive to direct you to any particular investment and always act as a fiduciary for you.

We use our experience and professional resources for investment analysis and research. Your portfolio will then be personalized to reflect your desired goals and aspirations.

Check the background of investment professionals on FINRA’s BrokerCheck.

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Upcoming Event

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Symphony Financial

Mail, call, or visit us at our offices. We’re here to help!

Phone: 703-865-4092 | Fax: 703-865-4096 | Email Us

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Herndon, Virginia

441 Carlisle Dr, Ste A

Herndon, VA 20170

Leesburg, Virginia

215 Depot Ct SE

Leesburg, VA 20175

Rockville, Maryland

2275 Research Blvd, Ste 500

Rockville, MD 20850