Denver, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Synergy Financial Partners, LLC
Team
Firm-wide stats for Synergy Financial Partners, LLC
About
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.
Based on Synergy Financial Partners, LLC
Location
3773 Cherry Creek North Drive, Suite 780
Denver CO 80209
Advisors at this office
4
Advisors at this office
James P
ChFC®, Series 63, Series 65
Denver, CO
Synergy Financial Partners, LLC
James Person is a financial advisor at Synergy Financial Partners, LLC with 53 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Synergy Financial Partners in 2019, he worked at LPL Financial LLC and SII Investments. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds and ETFs, employing model portfolios and third-party sub-advisers rather than in-house security-level analysis.
Richard L
CFP®, ChFC®, Series 63, Series 65
Denver, CO
Synergy Financial Partners, LLC
Richard Levine is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at Synergy Financial Partners, LLC since 2019 and previously spent nine years at SII Investments, Inc. Levine is also a registered representative with LPL Financial and holds Series 63 and Series 65 licenses. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds and ETFs, utilizing model portfolios and sub-advisers rather than in-house security-level analysis.
Robert F
Series 63, Series 66
Denver, CO
Synergy Financial Partners, LLC
Robert Fillmore is a financial advisor at Synergy Financial Partners, LLC with 48 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial LLC, SII Investments, Inc., Park Avenue Securities LLC, and Guardian Life Insurance Co. In addition to his advisory role, he is an independent insurance producer specializing in life and long-term care insurance. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds, ETFs, and model portfolios, managing approximately $280 million across nearly 500 client relationships.
Phil J
CFP®, ChFC®, Series 63, Series 65
Denver, CO
Synergy Financial Partners, LLC
Phil Jacobson is a financial advisor at Synergy Financial Partners, LLC in Denver, CO, holding the CFP® and ChFC® designations with 25 years of industry experience. He has worked at Synergy Financial Partners since 2019 and previously held positions at LPL Financial LLC and SII Investments Inc. Jacobson is also involved in fixed insurance sales as a part-time activity. Synergy Financial Partners serves individual and business clients with discretionary portfolio management and financial planning, emphasizing asset allocation through mutual funds, ETFs, and third-party model portfolios. The firm operates as a five-advisor team managing approximately $280 million and routinely directs custody and trading through LPL Financial.
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