Synergy Financial Partners, LLC

Synergy Financial Partners, LLC is a registered investment adviser based in Denver, CO, providing investment advisory services since September 2019. The firm is owned by Phil Jacobson CFP® ChFC®, and Richard Levine CFP® ChFC®. They offer discretionary portfolio management services, tailored to clients' needs and objectives, with the authority to formulate investment strategies on clients' behalf. The firm may use sub-advisers and model portfolios for account management. Financial planning services are also offered, involving a variety of advisory services based on clients' financial circumstances and objectives. Synergy Financial Partners may recommend the use of third-party money managers and offers the LPL Model Wealth Portfolios Program. The minimum asset value for a program account is $10,000. The firm charges annual fees for portfolio management services ranging from 0.50%-1.25% based on assets under management. Financial planning services are charged a fixed fee between $500-$1,500. The firm does not accept performance-based fees or participate in side-by-side management. Clients are responsible for voting their securities and are encouraged to consult a tax professional for tax considerations. Synergy Financial Partners does not have any disciplinary information to disclose.