Contact us to schedule a consultative approach discussion of practice management!
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Financial Advisors

Get the resources and payout you deserve to build the practice you want!

When you join our team, our goal is to support your vision and help your business thrive.

For You

For Your Clients

For Your Business

Comprehensive clearing and compliance services. Get top payouts to support and build  your practice your way.
Access to objective research to provide advice and guidance.
Technology solutions to make your business more efficient.
Our Partners
  1. Managing Director
  2. Managing Director
  3. Managing Director
  4. Managing Director
  5. Managing Director
  6. Managing Director
  7. Managing Director
Make Our Advantage Your Advantage...

Take your successful business to the next level with Symphony Financial Ltd. Co.  For the last 28 years we have provided high net worth families with financial planning and asset management solutions.  Now we are expanding that business to partner directly with other successful financial advisors to grow their business.

We partner with financial advisors in the following situations:

  •  Financial advisors who want to move to the Hybrid-RIA structure.
  • Advisors moving from a wire-house firm to an independent firm.
  • Advisors who want to grow their business by partnering with a firm who has a history of coaching and helping build multi-million dollar practices.
  • Advisors who want to continue to run their successful business but work less and build a succession plan.

Leverage the power of the largest independent broker dealer LPL Financial, largest advisor coaching program Peak Advisor Alliance, and the largest Hybrid-RIA in Houston, Texas. 

Join Symphony Financial Ltd. Co. take your successful business to the next level.


Taking your successful business to the next level requires coaching from someone who has already done what you want to do. You will be joining the industry's most elite group of passionate, growth-minded advisors in the country to share best ideas and gain insight.

Our coaching is committed to building stronger practices, providing better client service, and living a principled and fulfilled life. We will partner with you.
  • Grow - Help growth-minded advisors gather new assets and increase revenue.
  • Inspire - Inspire advisors to mold the business they envision through the Blueprinting Process.
  • Systematize - Enhance office productivity and efficiency through our proven templates, systems, and processes.
  • Guide - Guide advisors through any number of challenges and provide insight on how to manage their team.

Business
Strategies

A good investment strategy is nothing if it cannot be implemented across your business timely, efficiently, and profitably. Symphony Financial Ltd. Co. partners powerful and scalable asset management platform for your business. The cost to build, manage, and operate an asset management infrastructure requires a significant investment in technology and resources for any firm. Symphony Financial Ltd. Co. utilizes a leveragable front, middle, and back office infrastructure that eliminates the need to create these operations resulting in increased cash flow that ca be reinvested into your business or passed directly on to clients. 

We will partner with you to:
  • Create - Create a robust suite of investment solutions for your clients.
  • Build - Build
  • Manage - Implement those solutions within your business in a powerful and scalable way.

Asset Management

Financial Planning is the foundation of any relationship with a high net worth family where you are the primary advisor. To become that primary trusted advisor you have to know their entire financial and family situation while delivering advice in a comprehensive manner consistent with their goals and objectives. Symphony Financial Ltd. Co. partners with eMoney Advisor to provide a comprehensive review and plan for your businesses clients. 

We will partner with you to:
  • Inform - View and manage your entire book of business, identify growth opportunities and access information you need on demand.
  • Plan - Provide an interactive wealth management platform for advisors and their clients with multiple financial planning options to meet your clients' every need.
  • Engage - Organization, education, and collaboration to position yourself as your clients' primary advisor.
  • Elevate - Give you an expanding library of creative content to engage and motivate your clients and help  you tell your story.

Financial Planning

Contact us to schedule a consultative approach discussion of practice management!
Email
Get the resources and payout you deserve to build the practice you want!

When you join our team, our goal is to support your vision and help your business thrive.