Mary Schwartz, CFP^®

Madison, WI

“The transition of my business to Symphonic Financial Advisors was right on target. They gave me realistic expectations and the support to make sure everything happened in the way it was supposed to. Assistance is always just a phone call away.

Symphonic has also provided me with the tools to help my clients in a comprehensive manner which, in turn, has made me a more competent financial advisor. My clients understand what we are trying to accomplish, and how. In addition, they are enjoying the extra personal attention I am now able to give them.”


D. Marc Brookings, AIF^®, CMFC^®

Liberty, MO

“The world-class management of Symphonic sets me apart from virtually all my competitors. After 7 years in the business, I’m not seen as just another advisor with mutual funds and securities to sell, but rather as one who provides solutions, not sells product.

Symphonic has also given me the structure to be able to obtain and manage more assets than I could have. The processes will allow me to exceed my asset base, and not outgrow my ability to serve them. I am now able to manage assets that I couldn’t capture before.”


Russell C. Lindsay CPA, PA

Ocala, FL

"Since its inception, our firm has offered our clients the full spectrum of accounting, tax and financial advice. Our mission is to provide each of our clients with innovative & professional guidance that we tailor to their specific situation.

Through our affiliation with Symphonic Financial Advisors, we are able to provide customized asset management and insurance solutions with the same high level of personalized attention. Having the ability to leverage the knowledge and know-how of Symphonic Financial Advisors investment competence and intelligent personalization has clearly distinguished us from our competition. The Symphonic team has also delivered on all aspects of support whenever we are in need.

Our association is truly a win-win for both our firm and Symphonic, and I look forward to many more successful years to come!"