# FINANCIAL SYNERGISTICS GROUP, INC.

FINANCIAL SYNERGISTICS GROUP, INC. is an other based in Tustin, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Tustin, United States
- **Assets under management:** Undisclosed
- **Website:** https://financialsynergistics.com
- **LinkedIn:** https://www.linkedin.com/company/financial-synergistics-group-inc

## Regulatory record

- **CRD number:** 305267
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305267

## About

Financial Synergistics Group, Inc. is a financial advisory firm dedicated to helping families live with no regrets. With more than five decades specializing in financial advisory services, the firm has served four generations of families and designed more than 15,000 cases customized to clients' unique goals and needs. A family centric firm, it uses its Pure Perspective process to empower generations to make astute financial decisions for their families and future, serving clients from coast to coast.

## Sectors

- Families, individuals, and businesses

## People

- Brian Galey — Wealth Planning Specialist
- J.T. Murphy — Wealth Planning Specialist
- Karin Egan — ALMI, ACS — Director of Operations & Corporate Accountability
- Katrin Hecht Bandhauer — MPA — Insurance & Retirement Planning Associate
- Evette Smith — Client Services & Compliance Associate
- Matthew Hudack — President

## Questions

### Who runs investment decisions at Financial Synergistics Group, Inc.?

No named principals, executives, or investment committee members are publicly associated with Financial Synergistics Group, Inc. in any accessible record. The firm's leadership structure is not disclosed.

### What investment strategy does Financial Synergistics Group, Inc. pursue?

The firm has not publicly described its investment strategy, asset-class focus, or sector preferences. No portfolio companies, deals, or co-investments are documented in public sources.

### Where is Financial Synergistics Group, Inc. headquartered?

The firm's principal office location is not listed in any publicly available corporate directory, regulatory filing, or business database. The city and country of headquarters are unknown.

### Does Financial Synergistics Group, Inc. have any publicly affiliated organizations?

No philanthropic foundations, real-asset arms, operating businesses, or membership organizations (e.g., Tiger 21, YPO) are linked to the firm in any available public record.

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Last updated: 2026-08-11T15:06:42.396Z

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