A complete list of active advisors currently associated with Cyndeo Wealth Partners

Warmer can help you find a great advisor at Cyndeo Wealth Partners or one who fits your needs even better.

Cyndeo Wealth Partners serves individuals, high‑net‑worth clients, and business entities with discretionary and non‑discretionary portfolio management, financial planning, family office services, fee‑based insurance, and integrated business advisory offerings for middle‑market owners. The firm manages roughly $3.15 billion in client assets, works through a team of 18 advisors, and reports just over 1,200 client relationships. The firm constructs customized portfolios using in‑house models and third‑party money managers, regularly monitoring and rebalancing accounts and, where appropriate, delegating day‑to‑day trading to sub‑advisers or using Dynasty’s TAMP for SMA/UMA model implementation. Cyndeo emphasizes an integrated planning approach that links personal wealth management, tax and estate considerations, and business value‑acceleration for owner‑clients. Cyndeo’s role as an investment manager to a private pooled vehicle — Cyndeo Income Opportunities LP, an unregistered limited partnership offered to accredited investors to complement traditional fixed‑income allocations and audited annually by a PCAOB‑registered firm — is uncommon among multi‑team peers. The firm’s recent sale of a minority, non‑controlling equity interest to a private equity buyer and its participation in the Dynasty network and related referral arrangements further distinguish its capital and operational relationships from many competitors.

To learn more about the advisors currently working at Cyndeo Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.