Synergy Financial Partners, LLC

Overview

Synergy Financial Partners, LLC is an independent registered investment adviser formed as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee mix includes percentage‑of‑AUM billing and fixed fees. Synergy is not flagged as an active ESG investor in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Custody