At The Synergy Group Our Sole focus is
Your Retirement!

Synergy is an independent retirement focused financial firm serving clients throughout western Pennsylvania and the Pittsburgh region. Founded in 1988, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

The Synergy Group Story Video

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Midsummer Money Moves

We’re proud to have been featured in these major media outlets.

Synergy Financial Group

A Word from Synergy Group

“Our mission is to enhance the lives of our clients by providing retirement solutions that help add predictability to an unpredictable financial world.”

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We help create sound retirement strategies for the days ahead.

We understand how important it is for you to be able to trust your financial professional. It's important to have a trusted professional you can count on to provide you with accurate and helpful information. The Synergy Group can be that professional you trust. We are experienced, responsive and understand your need for integrity and transparency.

Retirement Planning Services

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

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The “Laux on Your Retirement” Radio Show

Listen to your trusted retirement planners weekly on the radio!

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Upcoming Seminars and Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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Over the years you have heard us speak at our Synergy events and on the radio about some of the folks we have grown to know and come along side to support as they work in so many ways to make the world a better place. From caring for orphans in Haiti to the homeless in our own communities. From protecting the lives of babies to teaching solid Christian values to our children. Whether in our backyard or across the world people are people and each of us have an opportunity to do something for someone we may never meet but who will be blessed by our love. We can all be life-changers. Perhaps you looking for such a place to share from your abundance if so consider one of these fine organizations. We have seen, often first hand, the results of their work and we all benefit when we consider the needs of others before ourselves. You can be a blessing and be blessed at the same time.

Faithfully yours,


There are a number of resources available that provide independent research on charitable organizations such as GuideStar, CharityNavigator, and CharityWatch.

Privacy Policy | Terms of Use

Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. (“GFIS”). Synergy Group Inc., GFPC and GFIS are not affiliated entities. One or more individuals at Synergy Group, Inc. are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Synergy Group Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”). One or more individuals at Synergy Group Inc. are registered representatives of GFIS and receive[s] compensation in exchange for the purchase or sale of securities.

In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure or engaging in certain brokerage services as registered representatives of GFIS, individuals associated with Synergy Group Inc. and the Synergy Group Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Synergy Group, Inc. and are not endorsed, provided, offered or supervised by GFPC or its affiliates.

This website (and its content within) is hosted and updated solely by Advisors Excel, an independent, third party entity that is not affiliated with or controlled by either GFPC or GFIS. As such, neither GFPC nor GFIS controls this website or is responsible for the views and opinions contained herein. GFPC and GFIS make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and do not recommend or endorse any specific information herein.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC or GFIS. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.