Synergy Financial Partners

Retirement Planning Firm in Elizabethtown, KY

Firm Info
Address: 1407 N Dixie Hwy, Elizabethtown, KY 42701, USA
Website:
Phone: (270) 769-3941

Firm Size
Assets Under Management: $152.4 million
# of Advisors: 5
# of Clients: 530
Client to Advisor Ratio: 106:1
Average Account Size: $287,553
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Synergy Financial Partners, LLC Overview

Synergy Financial Partners, LLC is a registered investment advisory firm that provides investment advice only. The firm is based in Denver, CO and has been in business since 2019. Synergy Financial Partners operates on a Fee Only fee arrangement, meaning they charge their clients for their services without receiving any commissions or kickbacks from the sale of financial products. The firm offers financial planning services to help individuals and small businesses reach their financial goals. They work with their clients to create customized financial plans that include detailed analyses of their current financial situation, risk tolerance, and long-term financial objectives. Synergy Financial Partners also offers portfolio management services, where they manage investment portfolios on behalf of their clients. When it comes to investments, Synergy Financial Partners takes a strategic approach based on individual client needs and goals. They use a variety of investment vehicles, such as exchange-traded funds, mutual funds, and individual stocks and bonds, to build diversified portfolios that align with their clients' unique situations. Their team of professionals efficiently manages portfolios that cater to the return, risk, and liquidity requirements of their clients. Overall, Synergy Financial Partners stands out as a trustworthy and experienced investment advisory firm that provides fee-only services aimed at helping individuals and small businesses reach their financial goals. Their customized financial planning and portfolio management services offer a comprehensive solution for clients' financial planning needs.

SYNERGY FINANCIAL PARTNERS, LLC serves a diverse range of clients, including individuals and high net worth individuals. In addition, the company services other types of corporations not specifically listed. The highly skilled financial professionals at SYNERGY FINANCIAL PARTNERS strive to provide customized and comprehensive investment solutions to meet the specific needs of each client. When it comes to fee structures, SYNERGY FINANCIAL PARTNERS offers different options depending on the service provided. For instance, the company may charge a percentage of assets under management (AUM) for portfolio management services. Alternatively, they may implement fixed fees for other investment solutions. It is crucial to note that the fee structures are designed to be transparent, and clients are informed of all costs before signing any agreements. With SYNERGY FINANCIAL PARTNERS, clients can feel confident that they are receiving top-notch financial services tailored to meet their unique financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to SYNERGY FINANCIAL PARTNERS, LLC's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Elizabethtown, KY Residents

Synergy Financial Partners is a financial advisory firm that provides customized solutions to individuals and businesses in Elizabethtown and the surrounding areas. They have a team of experienced professionals who work diligently to help their clients achieve their financial goals. Whether it's retirement planning, investment management, or debt reduction, Synergy Financial Partners can assist clients in developing a comprehensive financial plan that fits their specific needs. Living in Elizabethtown, KY, someone might be facing a variety of financial situations such as managing debt, saving for retirement, or purchasing a home. The experts at Synergy Financial Partners can help them navigate these challenges by providing personalized guidance and strategies to achieve their goals. They can also assist with creating a financial plan for business owners, including tax planning, cash flow management, and employee benefits. With a deep commitment to their clients' success, Synergy Financial Partners is a trusted partner for anyone looking to take control of their finances.

To view the Minimum Investment and Fee Schedule for Synergy Financial Partners, LLC, visit their Part 2 Brochure.

Services Offered by Synergy Financial Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Synergy Financial Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1407 N Dixie Hwy, Elizabethtown, KY 42701, USA
Phone (270) 769-3941
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 3773 CHERRY CREEK NORTH DRIVE, SUITE 780, DENVER, CO 80209, United States

This firm has no other locations.

State Registrations

Synergy Financial Partners, LLC is registered to service clients in the following states:

  • Colorado
  • Florida
  • Nebraska
  • Texas

Disciplinary History

Synergy Financial Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs