CPA Synced Financial

Overview

CPA Synced Financial is a small, independent registered investment adviser organized as a limited liability company that focuses on individuals and families. The firm combines financial planning and portfolio management for individual and small-business clients with the selection and oversight of third‑party advisers, acting as a capital allocator when outside managers are appropriate. Its fee model mixes percentage‑of‑AUM billing with fixed fees, and the firm is affiliated with accounting professionals, reflecting a close tie to tax and accounting workflows in client engagements. CPA Synced Financial does not position itself as an active ESG investor and operates as a single‑state practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices