John Koshy AIF®, CRPS®, CLTC®

John Koshy AIF®, CRPS®, CLTC®

Managing Partner

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®)