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Symphony Financial Group

(469) 714 4622

At Symphony Financial Group, we believe financial peace of mind begins with knowing you can preserve your lifestyle and income, no matter what the future holds.

How can you find confidence in today’s volatile, complex financial world? You need a  wealth management strategy and an experienced, lifelong guide.

Since 1991, we have helped individuals and families prepare for retirement, protect their assets, and build the financial lives they desire.

We know that your goals and values are unlike anyone else’s, and we customize our support to reflect your needs. We don’t have sales quotas or proprietary products, so we are free to focus on providing you with independent guidance.

Ultimately, our goal is to use our experience and resources to help you compose a fulfilling and worry-free financial life.

Fiduciary Standards. Moral Obligations.

As a fiduciary, our Founder Stephen Smith is legally required to make recommendations he can prove are in your best interest. We believe this standard helps clients know that we’re truly on their side — but this support is only one part of the promise we make.

We want to ensure you can sleep well at night knowing your financial future is in good hands. And we need to be able to do the same ourselves by knowing we’ve done everything in our power to provide the best possible outcomes for you and your family.

This moral obligation extends beyond our fiduciary responsibility. From day one and throughout our relationship, we provide guidance you can believe in and service we can stand behind.