Synergy Wealth Alliance offers three avenues for those interested in becoming an affiliated advisor. They may join an existing Synergy office, open a new Synergy office, or join our Network of Advisors to keep or create their own brand.
Our firm's unique shared services structure allows advisors to do business out of existing offices, giving them access to an in-house compliance officer, marketing manager, and client service professionals. In addition, we offer advisors the opportunity to work from the location of their choice by opening a new Synergy branch office, leveraging the Synergy brand and scale to grow faster and more efficiently. Finally, advisors may align their practice with Synergy by joining our network, where they retain autonomy and brand while receiving compliance and practice support.