News & Insights

Is The Dream Of A Florida Retirement Over?

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.

Giving strategies to celebrate National Philanthropy Day

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

Veterans are a solution for RIAs’ recruitment

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

Keys To Serving Female Clients

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 […]

Advice on Business Exit Planning

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

Year End Tax Planning

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

Cyndeo Ranked by Forbes Top RIA 2023

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.

Leveraging NIL Opportunities

In Action! Scott Crouch, VP of CW Boss at Cyndeo Wealth Partners, highlights the significance of taxes and the need for realistic expectations among young athletes, stressing the importance of financial literacy, budgeting, and saving money, considering the low chances of turning professional.

The bull run and your client’s retirement plan

“Timing the market is not a good retirement plan, so our base percentages of equity in retirement plans don’t change,” said Cyndeo Wealth Partners President and CEO Matt Kilgroe to InvestmentNews.

Cyndeo President and CEO, Matt Kilgroe named to Barron’s 2024 Top Advisors By State

We’re thrilled to congratulate Cyndeo’s President and CEO, Matt Kilgroe, on being named to Barron’s Top 1200 Advisors by State for 2024. This well-deserved honor is a testament to his unwavering commitment to our clients’ financial success.