About Us

Symphony Financial Planning is a fee-only Registered Investment Advisory firm dedicated to providing objective, comprehensive, and personalized financial advice and investment management services. Located in the university town of Davis, California, we serve a variety of clients in the surrounding Sacramento and Yolo County communities. Because our focus is bringing your finances and life goals into harmony, we do things differently from many other financial advisors.

Holistic Emphasis

We believe that providing investment management and financial planning together as a holistic service leads to more positive outcomes for our clients.

Trust and Transparency

We demonstrate the high value we place on your trust by operating with openness and transparency.

Personalization and Simplicity

We provide personal, thoughtful advice and utilize the latest technologies to simplify your financial life.

Discipline in Investments

We maintain a very disciplined, long-term, academic investment approach that does not waver with investment fads.

Knowledge and Experience

We draw on knowledgeable professionals with the education, training, and real-world experience to provide competent, constructive advice.