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RIA · CRD 306124State-Registered Investment Adviser

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Synergy Divorce Solutions

Synergy Divorce Solutions is a boutique financial firm in Annapolis, Maryland that concentrates strictly on Divorce Planning, Financial Mediation, and...

Overview

Synergy Divorce Solutions is a boutique financial firm in Annapolis, Maryland that concentrates strictly on Divorce Planning, Financial Mediation, and Settlement Analysis Services. With a Certified Divorce Financial Analyst, the firm assists divorcing spouses and other divorce professionals in preparing, assessing, and negotiating settlement offers, aiming for financially equitable settlements outside of court. The firm works with clients across the DMV area and partners with wealth management teams for post-divorce planning.

General information

Firm type

RIA

Location

City

Annapolis

Principals

Steven F. Bryant

Founder, CDFA

Sector focus

Legal ServicesReal Estate

Frequently asked questions

How does Synergy Divorce Solutions source proprietary deal flow?

The firm's deal flow is primarily referral-based from family law attorneys, forensic accountants, and wealth advisors who work with divorcing couples. Public information on external sourcing is limited.

What investment stages does Synergy Divorce Solutions typically target?

The firm's investment focus is on liquidity and asset preservation rather than growth-stage allocations. It prioritizes cash, public securities, and income-generating real estate to support post-divorce financial stability.

What is Synergy Divorce Solutions' known posture on co-investments alongside external GPs?

There is no public evidence that Synergy Divorce Solutions engages in co-investments. Its core function is divorce-related asset management, not capital deployment in external funds or direct deals.

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