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ready for what's next?
Build Your Future at
Symphony Wealth Group

At Symphony Wealth Group in Plano, TX, we partner with experienced financial advisors who are ready for their next chapter—whether that’s scaling their business to the next level or creating a thoughtful succession plan. Our team specializes in helping advisors with established books of business find the efficiency, support, and freedom to grow—or to step back with confidence.

Why Advisors Choose Symphony Wealth Group

You’re already successful—our job is to help you unlock what’s next. When you join Symphony Wealth Group, you and your team gain:

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Time Back in Your Week

With our tech platforms and streamlined processes, most advisors reclaim 10–20 hours per week. That’s time you can reinvest however you choose: prospecting, deepening client relationships, or simply enjoying more time with family.

Growth Without Limits

We help small teams scale. From marketing support to technology to practice management, we put the systems in place that allow you to grow your book faster without burning out your team.



Succession Plan for Your Team

For advisors looking ahead to retirement, Symphony Wealth Group provides backfilling and continuity. You can step away with confidence, knowing your clients and your legacy are in good hands.



Competitive Compensation

Our advisors enjoy higher payouts and the potential for transition support packages that make moving your practice financially worthwhile.





"Transitioning my wealth management practice to the SWG team has been one of the most effective decisions I’ve made for my business. Their efficiency and well-structured processes gave me valuable time back—time I can now dedicate to growing my book of business and being fully present for my clients. The support of the SWG team has also allowed me to reclaim personal time with my family, something I truly value. With their higher level of service and streamlined systems, I can focus on what I do best as an advisor, rather than being bogged down in operational details. Partnering with SWG has elevated both my practice and my clients’ experience."

- Breanne Polonia AAMS®, CDFA® 

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Are You the Right Fit?

At Symphony Wealth Group, we’re looking for experienced financial advisors who have already built a strong foundation and are ready for what’s next. Whether your goal is to grow your practice to the next level or to secure a succession plan that protects your clients and your legacy, we provide the structure, technology, and support to help you succeed. Typically, the advisors and teams who thrive with us have:

Established Book
of Business

Advisors who thrive with us have an established, fee-based book of business.

Team
in Place

An established advisor group of 2–3 advisors, including at least one admin.

A Desire
for Growth

A drive to scale more efficiently or to transition into retirement with confidence.

Powered by Kestra

Symphony Wealth Group is supported by Kestra Private Wealth Group, LLC, a division of Kestra Investment Management Services. With Kestra, our advisors gain access to best-in-class research, resources, and compliance support—backed by a nationally recognized wealth management firm—while still maintaining the boutique feel and flexibility of a local practice.

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Schedule a Conversation

Take the first step toward growing your practice or planning your succession. Let’s have a brief conversation to see if Symphony Wealth Group is the right fit for you and your team.

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Summer Intership Program

Summer Intership Program

Join Symphony Wealth Group for an 8-week, paid in-office internship designed for rising juniors eager to gain experience in a professional, team-oriented environment.

  • Who is eligible: Students entering their Junior year
  • Dates: June 1 - August 1
  • Where: In-office at our Plano, TX location