News & Insights

Casey Jorgensen, CFP®, RCC™ Jorgensen of Cyndeo Wealth Partners recently shared her perspective with InvestmentNews on women in wealth management and the move toward independence. Thinking of going independent? Let’s start the conversation.

Cyndeo’s President/CEO, Matt Kilgroe, joined Louis Diamond and the Diamond Consultants podcast to discuss what it takes to build with the mindset of a $25B firm while staying focused on serving clients and growing with purpose.

Independence looks different for every advisor. At Cyndeo Wealth Partners, we chose a structure that balances control with support, so our team can stay focused on clients and growth. If you’re thinking about what independence could look like for your business, it’s a conversation worth having.

We are honored to be recognized for the second year in a row as one of Financial Planning’s 60 Best RIAs to work for. This recognition is a testament to the dedication and positivity of our team. Cyndeo Wealth Partners was recognized in Financial Planning Magazine’s “Best RIAs to Work For ” list published on […]

Cyndeo Wealth Partner’s Shawn Jiles, recently spoke with InvestmentNews to share insights on the dealing with the boomerang generation, adults who move back in with their parents after college.

We are excited to be named to the Forbes 2025 America’s Top RIA Firms list, highlighting our commitment to fostering strong client connections and seamless connectivity.   *The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due […]

Cyndeo Wealth Partners is excited to be recognized by USA TODAY as one of the Best Financial Advisory Firms for 2025. This achievement reflects our unwavering dedication to providing top-tier service and tailored financial guidance to our valued clients. Cyndeo Wealth Partners was named to the USA Today Best Financial Advisory Firms 2025 list published […]

We’re thrilled to congratulate Cyndeo’s President and CEO, Matt Kilgroe, on being named to Barron’s Top 1200 Advisors by State for 2025. This well-deserved honor is a testament to his unwavering commitment to our clients’ financial success.     Matt Kilgroe was named to Barron’s Top 1200 Financial Advisors list published on March 12. Barron’s Top […]

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 Partners was named a 2025 Best Places to Work honoree by the Tampa Bay […]

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.