A complete list of active advisors currently associated with Synergy Financial Partners, LLC

Warmer can help you find a great advisor at Synergy Financial Partners, LLC or one who fits your needs even better.

Synergy Financial Partners serves individual and high‑net‑worth clients as well as corporations, offering discretionary portfolio management, fixed‑scope financial planning, and access to third‑party managed account programs. The firm reports managing roughly $308.7 million across about 511 client relationships and assists with retirement rollovers into accounts it manages. The firm emphasizes asset allocation and model‑based strategies, principally using mutual funds and ETFs and applying Modern Portfolio Theory, and frequently implements portfolios through third‑party money managers and LPL’s Model Wealth Portfolios. Synergy does not perform quantitative or qualitative analysis of individual securities and may limit a client’s ability to restrict holdings when assets are invested in certain managed models; it retains discretionary authority to hire, replace, and rebalance program managers. Notable characteristics include that many advisers are dually registered as LPL Financial registered representatives and as insurance agents, so they and the firm may receive separate commission‑based or insurance compensation and platform benefits from LPL, a potential conflict the brochure discloses. The firm also discloses limited custody for fee billing and the use of standing letters of authorization for third‑party transfers, and it forwards proxy materials rather than voting proxies on clients’ behalf.

To learn more about the advisors currently working at Synergy Financial Partners, 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.