A complete list of active advisors currently associated with Cynosure Portfolio Advisors LLC

Warmer can help you find a great advisor at Cynosure Portfolio Advisors LLC or one who fits your needs even better.

Cynosure Portfolio Advisors LLC provides portfolio advisory, integrated financial planning, consolidated reporting, investment consulting, and non‑discretionary mandate services to individual advisory clients, with a primary focus on retail, non‑high‑net‑worth clients; qualifying high‑net‑worth clients are typically referred to its affiliate, The Cynosure Group, LLC. The firm gathers client information on investment goals, tax position, risk tolerance and other factors to tailor Wealth Management Agreements and recommended services. The firm constructs customized portfolios through strategic asset allocation using mutual funds, ETFs, separately managed accounts and pooled vehicles, and performs ongoing monitoring and rebalancing; it also offers non‑discretionary consulting options (Consulting and Consulting Plus) for clients seeking advice without full discretionary management. Services are delivered under discretionary or non‑discretionary mandates as defined in each client’s agreement and fees are generally asset‑based. What is distinctive is the firm’s affiliation with The Cynosure Group, LLC and its operating divisions, which sponsor private growth equity and private credit pooled investment vehicles, run OCIO and hedge-fund strategies, and operate a sports investment joint venture—arrangements that provide access to private‑market and pooled‑vehicle capabilities not commonly found at advisers with similar retail focus. The firm operates with a relatively small asset base (about $5.8 million) and a team of eight advisors across eight offices, a combination of small scale and multi‑office, multi‑division affiliation that differs from many peers.

To learn more about the advisors currently working at Cynosure Portfolio Advisors LLC, 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.