Empowering People to Create A Life They Love Through Financial Education and Comprehensive Planning!
Empowering People to Create A Life They LoveThrough Financial Education andComprehensive Planning!


Our Story

Welcome to Synergy Financial Group! We're an independent financial services firm located in the beautiful Northern Shenandoah Valley just outside of Winchester, VA. We proudly serve clients all across the Mid-Atlantic region, as well as other states across the United States. 


With a solid understanding of finance and working as a Mortgage Professional for over 5 years, I was passionate about helping my clients attain the dream of home ownership.  When the real estate and financial markets crashed in 2008-2009, it was tough seeing the negative impact this had on so many people across the country – including many of my clients. Nobody has a crystal ball, and many of the sharpest financial and economic minds in our country had no idea a collapse of that magnitude was coming.


We all heard the stories of how people's lives were changed for the worse, seemingly overnight. What I came to understand was that the majority of Americans followed the same mainstream thought processes when it came to accumulating, protecting, and distributing their wealth. Unfortunately, following this conventional thinking left many people open to financial harm, including myself. With my family feeling the negative impact of the crash in many ways…I was determined to figure out how to position myself (and my finances) so that we would never again be affected by something so far out of our control.


Since founding my company in 2009, I set out on a mission to educate myself immensely. On that journey I was fortunate to cross paths with some extremely successful industry leaders that not only took the time to mentor me, but also taught me how to challenge the status quo that seems to dominate financial planning in our country. I learned that many of the things that I thought to be true about money and wealth, were not actually true.


My passion now is to share what I’ve learned with my clients, and help them to position themselves to succeed financially in many different economical and market conditions. Our vision is a world where everyone has the opportunity to discover their True Purpose for Life, Money, and their American Dream! 


Best Regards,


Mike Poole

Wealth Coach & Financial Advisor 

Registered Financial Consultant - RFC®

Chartered Federal Employee Benefits Consultant - ChFEBC℠ 

Synergy Financial Group

6421 Wardensville Grade

Star Tannery, VA 22654


Phone: (540) 533-6414

Fax: (877) 677-1451



Or use our contact form.

"So in all things, do unto others as you would have them do unto you..."  Matthew 7:12

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© Synergy Financial Group 2024. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal 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, a Registered Investment Advisor licensed in the states of Arizona, California, Florida, Georgia, Iowa, Louisiana, Maryland, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and in Washington D.C. 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.