Our Team

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Robert Laura

Co-Founder & Senior Advisor

Robert Laura is the president of SYNERGOS Financial Group, the co-founder of the RetirementProject.org, and the creator of the Retirement Paycheck Portfolio. He is an Accredited Asset Management Specialist, Chartered Mutual Fund Counselor, and Chartered Retirement Planning Counselor. He is a member of the National Speakers Association and frequently speaks on a variety of retirement and investment topics.

He is frequently quoted in the media with recent quotes in the Wall Street Journal, CNBC.com, MarketWatch, MSNBC, CNN.com, Smart Money Magazine, Yahoo Finance, Fox Business, The Detroit News, Bankrate.com, Fidelity.com, Investment Advisor, Financial Advisor Magazine, and TheStreet.com.

He is the Author of Naked Retirement and was featured in Research Magazines Profiles of Success in June 2011 as well as Investment Advisor Magazine's cover story in January 2012. He is a syndicated columnist for Forbes.com where he writes about retirement income strategies and Financial Advisor Magazine where he covers retirement wellness and income for financial professionals.

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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