Our Qualifications

Andrew A. Arons, Managing Partner

Andrew is the founder and Managing Partner of Synergy Advisory Management Group, LLC, an independent financial services company. Andrew earned his BA from Emory University, in Atlanta, Georgia in 1988, and has been in the financial services industry for nearly twenty years. Having worked for many of Wall Street's most prominent firms, he is familiar with the methods of operation of these firms, and is keenly aware of what sets the independent investment professional apart, and how that independence benefits his clients.

Throughout his career, Andrew has worked on hundreds of accounts for high net worth individuals and businesses, focusing on portfolio management of equities and fixed income securities. Andrew has extensive knowledge of retirement planning for individuals as well as implementation of retirement plans for small businesses and corporations.

Andrew is a well-known financial educator and his retirement seminars have been widely attended by retirees from various Fortune 500 companies, individuals, and human resource managers. He also frequently teaches Retirement Planning courses at local colleges and university sponsored programs. Mr. Arons has authored articles on personal finance and is a member of several professional financial organizations.

Andrew currently resides in River Vale, New Jersey with his wife and two children.

 

mikeMichael L. March, CPA, CFP

Michael is a Certified Public Accountant, a Certified Financial Planner, and a member of the Institute of Registered Financial Consultants. Michael has been in the financial services industry for over thirtyyears.

In the last decade Michael has focused predominantly on personal financial services, specializing in the senior market. In servicing his clients, Michael employs his extensive knowledge of corporate retirement plans, and always has in mind the goal of reducing the effects of income tax, social security tax and estate tax. This strategy of preserving assets enables Michael to aid his clients in accumulating wealth.