Latin noun |\‘syn.di.kus\
Syndicus is Latin for syndicate - a group of individuals or organizations combined to promote a common interest
Syndicus Financial was founded on the idea that the whole is greater than the sum of its separate parts. For individuals, this means taking a global look at their financial picture and understanding the synergy of how protection, assets, and cash flow interact with each other to achieve greater results.
For business owners, it is understanding how the business and personal planning interact, and the tools that span employee retention to executive strategies. It is ensuring that all of the team is on the same page including tax, legal, and financial advisors.
We help individuals and families grow, manage, and protect their assets through comprehensive financial planning. We take pride in helping people understand their financial opportunities so they can make wise decisions that are in alignment with their goals and tolerance to risk.
We provide innovative, comprehensive planning strategies to help business owners grow, manage, and protect what they‘ve worked so hard to create.
Financial planning for attorneys is more complex than most other professionals. It takes a lot of time to build a successful law practice, and that means your own needs are often left on the back burner.
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.