ABOUT SYMPHONY FINANCIAL GROUP
Better Planning Takes
More Than One Perspective.
Your financial life doesn't exist in separate pieces. Neither should your financial planning.
WHY SYMPHONY IS DIFFERENT
You Shouldn't Have to Coordinate Your Own Financial Team.
Financial decisions rarely happen in isolation. A tax decision can affect retirement income. A business decision can affect an exit strategy. An estate decision can affect the people and causes you care about most.
Yet too often, each professional sees only one piece of the picture.
Your financial life is bigger than any one strategy or area of expertise. Stephen serves as your central planning relationship, taking the time to understand your goals, priorities and complete financial picture. He consults and collaborates with the team’s specialized experts as needed, bringing their insight into the planning process so every piece is considered as part of the whole.
THE EXPERTISE BEHIND THE PLAN
The Right Expertise, Working Together.
Great planning is rarely the work of one person. At Symphony, we’ve built a collaborative team of specialized expertise around what matters most: you. Stephen serves as your central planning relationship, consulting and collaborating with our team around your specific situation. As we work through your goals and financial picture, we identify the expertise within our team that can best help address each part of your plan. Together, we bring those perspectives to the table with you and your goals at the center.
Stephen Smith, CTBA
Financial Advisor | Founder, Symphony Financial Group
Experience That Informs the Strategy
As a Certified Tax & Business Advisor (CTBA), Stephen brings advanced tax and business strategy into the planning conversation. He has also co-authored a book with tax strategist Ed Lyon, reflecting the collaborative approach at the heart of Symphony’s work.
Your Central Planning Relationship
Stephen takes the time to understand the complete picture: your goals, priorities, family, business and financial life. As your primary advisor, he helps shape the overall planning strategy and keeps the different pieces working toward the same goals.
SPECIALIZED EXPERTISE WITHIN OUR TEAM
Edward Lyon
Chief Tax Strategist | Excel Empire
Ed brings decades of experience in proactive tax strategy to our collaborative team. Having trained more than 3,000 CPAs and authored eight books, he provides deep tax expertise that helps inform strategies for qualifying Symphony clients.
Stephen and Ed have also co-authored a book together.
Steve Burton
Business Exit Strategist | Scale to Sell
Steve brings decades of financial advisory experience along with specialized expertise in business growth, value creation and exit planning. Having worked with Stephen for many years, he brings a trusted perspective to our collaborative process, particularly when a client’s business and personal financial plans intersect.
For business owners preparing for an eventual transition, Steve helps evaluate how to build value, strengthen the business and plan for an exit on their terms.