Synergia Financial Group, LLC is a financial planning firm that helps clients bring greater clarity and confidence to decisions about their financial lives. Its approach recognizes that planning is about more than money: it connects financial choices with each client’s goals and values. Drawing on behavioral insight and practical planning, the firm aims to make the process feel empowering rather than overwhelming and to bring calmness and clarity to clients’ lives.

Led by Miri Upton, Synergia Financial Group is independent of Osaic Wealth, Inc. Securities and investment advisory services are offered through Osaic Wealth, a FINRA/SIPC member. The firm’s website provides information for U.S. residents and invites visitors to learn about the team, explore its offerings, begin a planning journey, access client resources, and get in touch. Synergia Financial Group is based in Ramsey, New Jersey, and serves clients only where its representatives are properly registered or exempt from registration. The firm notes that tax and legal advice should be coordinated with the client’s own qualified advisors.