Life & Money in Concert

Symphony is an independent financial services firm. Our advisors provide fee-based financial planning and investment advisory services.  We have offices in Herndon and Leesburg, VA as well as Rockville, MD.

When you engage us you get personal attention, independent advice, and the highest level of service. You won’t be lost in the shuffle of a larger impersonal firm.

We are truly independent and not owned by any bank, insurance company, or brokerage firm.


We serve as fiduciaries for our clients. We operate this way because we believe in treating others the way we want to be treated. It means we are legally obligated to place your interests first and provide financial services expressly designed to meet your goals.




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