Founded in 2020 by a team of former Merrill Lynch advisors, Cyndeo Wealth Partners is an independent wealth management firm dedicated to building personalized, lasting partnerships with its clients. The company's name, derived from the Greek word "syndeo" (meaning "to connect"), reflects its core mission to connect all aspects of a client's financial life through a collaborative and fiduciary approach. They offer services including financial planning, investment management, retirement planning, and corporate retirement plans to individuals, families, and institutions.

Founded in

United States