Zynergyretirementplanningllc
Zynergy Retirement Planning is a national fee-only financial advisory and retirement planning firm headquartered in Red Bank, New Jersey. Founded in 2023, the firm is registered with the SEC and manages over $152 million in assets for more than 600 clients. Zynergy employs a team of experienced financial planners and fiduciaries, focusing exclusively on retirement planning for individuals and families, with a mission to provide comprehensive advice covering investments, tax, estate planning, and more.
Investment Strategy
Zynergy Retirement Planning follows a holistic, goals-based approach to retirement planning. As fiduciaries and fee-only advisors, they develop personalized strategies that encompass investment management, tax optimization, cash flow analysis, Social Security, Medicare, and estate planning. Their investment approach prioritizes simplicity, ongoing communication, and adaptability to changes in client circumstances or the broader financial landscape. Zynergy focuses on providing objective, client-first advice intended to secure and enrich the retirement phase for their clients.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 23.96% | $38.0M | 56,757 | $553.12 | $669.30 | +$2.6M |
S SCHZ | SCHWAB STRATEGIC TR | 18.51% | $29.3M | 1,250,430 | $22.94 | $23.47 | +$949.3K |
S SCHF | SCHWAB STRATEGIC TR | 13.77% | $21.8M | 937,941 | $19.58 | $23.28 | +$1.1M |
S SCHH | SCHWAB STRATEGIC TR | 10.15% | $16.1M | 746,401 | $19.93 | $21.57 | +$664.6K |
S SCHA | SCHWAB STRATEGIC TR | 10.06% | $16.0M | 571,869 | $23.64 | $27.90 | +$1.6M |