SFP Synergy Financial Partners is a full-service, independent financial planning firm dedicated to providing personalized strategies for individuals, families, and businesses. Their mission is to help clients build, manage, and preserve their wealth through a synergistic approach that combines various financial disciplines. Founded on the principles of integrity and client-first service, the firm offers a wide range of services including comprehensive financial planning, wealth management, retirement planning, risk management, and insurance solutions. They operate as a collective of financial professionals affiliated with a larger registered broker-dealer, Osaic Wealth, Inc., to offer a broad spectrum of investment products and services.

Founded in

United States