Kristin Rodriguez is interviewed by Amy Webber, Cambridge CEO, about her passion for sustainable investing and her journey along the way.
Symphony is a privately owned financial services firm with offices in Herndon and Ashburn, Virginia, as well as Bethesda, Maryland. Our advisors offer fee-based financial planning and investment management services. When you engage us you receive personal attention and independent advice. You won’t be lost in the shuffle of a large impersonal firm. We strive to treat others as we would want to be treated. We believe in kindness.
At Symphony, we create an environment where clients feel comfortable, informed, and heard. We recognize that others in the financial services industry often speak in acronyms, talk down to clients, are ineffective communicators, or simply don’t listen. We seek to make your experience at Symphony different.
We appreciate that no two lives are the same and that your financial planning and investment management should be fully aligned with your evolving lifestyle. Other firms may force you into rigid boxes and push cookie cutter solutions. We never will.
Financial Planning Process
Think of Symphony Financial as your financial guide. Delegate the tough, behind-the-scenes work to us when you are busy with the complexities of your life. We work with you to provide a financial plan tailored to you.
Here’s what we do:
We start with a conversation to learn about your concerns and vision for the future. You will get to know us and how we will work together.
A written plan is provided with recommendations based on the strategies we develop for you.
You receive guidance with the implementation of your chosen strategies.
We work hand-in-hand with you to reach your vision of the future and help you to adapt your strategies as circumstances change.
Solid investment selection and management is the last component that will bring your financial plan to life. As a privately owned firm, we are not affiliated with any bank, wire house, or insurance company. Therefore, we have no incentive to direct you to any particular investment and always act as a fiduciary for you.
We use our experience and professional resources for investment analysis and research, including options for sustainable investment strategies. Your portfolio will then be personalized to reflect your desired goals and aspirations.
Please check back later for upcoming events.
Mail, call, or visit us at our offices. We’re here to help!
Phone: 703-865-4092 | firstname.lastname@example.org
441 Carlisle Dr, Ste A
Herndon, VA 20170
44679 Endicott Dr.
Suite 300, #516
Ashburn, VA 20147
6710 A Rockledge Dr #400
Bethesda, MD 20817