SRI - Socially Responsible Investing

Investing with Impact: Searching for Portfolio Values

As a professional advisor, my clients look for help in their financial lives; addressing goals and managing money. As a professional parent, my clients (ok, my kids) seek different guidance – help with family values instead of portfolio values.

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SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

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