News & Insights

Cyndeo Wealth Partners is honored to be recognized by the Tampa Bay Business Journal’s as one of the 2025 Best Places to Work. This recognition reflects our strong connection to the local community and the unwavering integrity of our team.

Cyndeo Wealth Partner’s Kent Kilgroe recently spoke with ThinkAdvisors to share insights on the needs of HENRY clients. HENRY is a specific demographic of clients who are high earners, not rich yet.

We are honored to be recognized as one of Financial Planning’s 52 Best RIAs to work for. This recognition is a testament to the dedication and positivity of our team.   2024 The 52 best RIAs to work for, developed by Financial Planning is based on the period of 2024 and was released on December 3,2024.  […]

Cyndeo Wealth Partner’s Robby Thigpen spoke with FA Magazine on clients’ retirement prospects in Florida post-hurricanes Milton and Helene. Drawing from his own storm experience, Robby empathizes with clients, offering a unique perspective on planning for the unexpected.

Cyndeo Wealth Partners’, Ryan Quinty spoke with Investment News about strategies to give strategically this holiday season.

Eric M. Branson, Director, Investments speaks with AdvisorHub on the value that veterans bring to the Wealth Management.

Cyndeo Wealth Partners’, Maggie Rogers Bilby, CFP® recently shared valuable insights with Wealth Solutions Report on the essential keys to effectively serving female clients in the wealth management industry. At Cyndeo, we are committed to understanding and focusing on the unique needs of all our clients ensuring tailored financial solutions that empower and support their […]

Cyndeo Wealth Partners’ Director of Business Development, Pete Frantzis gives advice on selling a business to InvestmentNews

Cyndeo’s Ryan Kemp offers insights on tax planning adjustments to make before the end of the year.

Forbes’ latest ranking reveals the top Registered Investment Advisor (RIA) firms for 2023, showcasing leaders in the financial advisory industry. The list highlights firms based on assets under management, growth metrics, and overall performance.