About Us

Symphony Retirement Partners, LLC is a registered investment advisory firm, focused on the issues that impact the ability of people to retire with confidence. We believe that retirement is not something that just happens; it is the result of many small decisions that help promote successful outcomes. Since employer sponsored retirement plans play a critical role in overall retirement savings, we often take on the challenge to address the inefficiencies in these plans as well.

John Koshy AIF®, CRPS®, CLTC®

Managing Partner

(512) 337-8060

jkoshy@symphonyretirement.com

I have been actively involved in the financial industry since 1989 - helping both individual clients and employers achieve their retirement and financial planning objectives.

As a member of the wealth management team at Sagemark Consulting/Lincoln Financial Advisors (2004 - 2019), I provided counsel to successful individuals and families on estate planning, retirement strategies, and investment management. Additionally, my team and I served corporate and not-for-profit clients, offering valuable guidance on employer-sponsored retirement plans and executive compensation.

As the Managing Partner at Symphony Retirement Partners, LLC (2019 - present) I provide a comprehensive fee-based service model related to all aspects of retirement planning for a select group of employers and individuals.  

Professional Industry Designations

  • Accredited Investment Fiduciary (AIF®)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Certified in Long Term Care (CLTC®)