CREATE THE LIFE YOU LOVE
Empowering people to create the life they love through financial education and creating a comprehensive financial plan.
Our Process
We use a comprehensive discovery process in order to identify our clients' wants, needs, goals, risk tolerance, and priorities in order to develop a plan that will last a lifetime.
Our Mission
To Inspire Individuals and Families to Live their Purpose though Coaching, Education, and Planning - Leaving them with Peace of Mind.
About Us
Founded in 2009, Mike Poole started Synergy Financial to share what he's learned with clients, and help position them to succeed financially.
Meet The Advisor
Mike Poole has been educating families and individuals since 2009. He's a Ramsey SmartVestor, Wealth Coach & Financial Advisor. He also holds RFC®, RICP®, and ChFEBC℠ designations.
He lives in the Beautiful Northern Shenandoah Valley with his wife, Marianne, and their three dogs.
Our Planning Approach
Our process focuses on three key priorities:
Reduce Risk
Managing risk is essential for long-term financial success. We help identify and address risks such as market volatility, inflation, tax exposure, longevity, and unexpected life events.
Build Wealth
We educate clients on how money and wealth truly work and implement strategies designed to help them grow and protect what they’ve worked hard to earn.
Leave a Legacy
A thoughtful financial plan helps create long-term security and supports the legacy you want to leave for the people who matter most.
Our Services
Synergy Financial Group
"So in all things, do unto others as you would have them do unto you..." Matthew 7:12
Our Information
Phone (540-533-6414
info@synergy-financial.com
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© Synergy Financial Group 2026. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as to be legal or tax advice. Please consult legal or tax professionals for specific information regarding your individual situation. Financial Planning and Advisory Services are offered through CSP Financial Group, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Synergy Financial Group. CSP Financial Group, LLC and Synergy Financial Group are not affiliated companies. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
