Who we are

GYL Financial Synergies, LLC is an independently operated SEC Registered Investment Advisor founded on one guiding fiduciary principle: our clients’ interests come first.

We worked together as a team for 25 years, custom-tailoring solutions for our institutional and private clients, before moving to an independent platform and launching GYL Financial Synergies in 2016. At that time, we also joined Focus Financial Partners, a leading partnership of independent fiduciary wealth management firms.

Because the world is constantly changing, we need to constantly acquire new skills to support our work. At GYL, you will find a culture of constant improvement, where we strive to be better, faster and stronger in our ability to care for clients. As part of this, we encourage every employee to be “the best version of themselves they can be” in the service of your needs.

How we’ve grown

With the backing of Focus, we gained exceptional access to resources, expertise, research services, and technology providers so that we could find and deliver the best solutions for our clients in an open and transparent environment.

In 2019, we took the next step in our firm’s evolution by joining forces with Resnick Advisors, an independent investment advisory firm in Westport, Connecticut.

In 2021, we expanded our reach within the mid-Atlantic region by partnering with Wechter Feldman Wealth Management, a full-service advisory firm headquartered in Parsippany, NJ.

In early 2023, the team at New York City-based Financial Partners Capital Management (FPCM) joined GYL Financial Synergies to provide comprehensive wealth management to high-net-worth individuals and families with a specialty in individual stock-security strategies.

In April 2023, Hotaling Investment Management (HIM) became part of the GYL Family, enhancing the firm’s expertise in providing tailored investment management and financial planning services for families and foundations.

As a result of these partnerships, all of our clients benefit from enhanced capabilities, including value-added services, access to more resources, and an expanded team of dedicated financial advisors with decades of experience.

How we work

Whatever financial goals you’ve set for yourself, your family or your institution, we’re here to help you achieve them. When you work with our firm, you get more than a financial advisor; you get an entire team of experts whose priority is you. We bring to the table a wealth of collective financial experience with a unique synergy and collaborative mindset that we believe are the keys to helping our clients succeed. Working together, we will commit the necessary resources to create best-in-class solutions tailored to your specific needs. You can count on us to be proactive in everything we do for you. Rather than waiting for you to contact us with questions, we’ll reach out to you whenever we see changes in the market or other situations or events that might require your attention. Although communicating proactively rather than reactively is rare in this industry, we’ve found it to be essential in helping clients respond to opportunities in a timely way.

What sets us apart

Nothing means more to us than our clients’ financial stability and well-being. Proactivity, Integrity, and Insight aren’t just words to us — they are the code of ethics our firm is built on and the core values that guide every decision we make. We are deeply committed to our clients and the relationships we’ve built with them. We are also deeply rooted in the communities we serve and are passionate about giving back and making a real difference. GYL Financial Synergies is a firm with a conscience.

What it all means for you

We know that every client is unique. Whether you’re new to our firm or you’ve been with us for many years, we make it our business to understand the important details, events and circumstances in your life — and the underlying issues that impact your decisions — so we can be adaptive and responsive to your ever-changing needs. We consider it a privilege to help you navigate significant financial and life events. And because we’re a fiduciary, fee-only firm and do not earn commissions, you can be sure that the advice we offer is independent, based on our decades of experience and objective research.