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At Syndicus Financial, we provide innovative, comprehensive planning strategies to help business owners grow, manage, and protect what they’ve worked so hard to create. Our educational approach is designed to empower you with the information you need to make wise financial decisions, and our partnership with several strategically-chosen alliances allows us to offer a complete suite of solutions that are catered to your unique needs.
Our founder, Nic Baker, has started and sold many different small businesses, so he knows firsthand the complexities of running a business and balancing your personal financial needs with the current and future needs of your company. Taking into account your values, goals, and tolerance to risk, our team will work together to help you create and execute customized strategies to meet your objectives at every stage of the business life cycle.
If you’re looking for a financial professional to help you look at your financial big picture and make the best possible decisions every step of the way, we’d love to talk.
