Cyndeo Wealth Partners https://validator.w3.org/feed/docs/rss2.html Contact Brandi Frantzis Patricia Caban News & Insights Matthew Di Lavore Gaining the freedom to focus on clients, not back-office tasks Glenn Rodriguez, CFP®, CIMA® Build, Grow & Transact: $3.5B Cyndeo on Thinking Like a $25B Firm The 60 best RIAs to work for Scott Crouch Sidney Richardson Wealth managers offer advice for dealing with the ‘boomerang generation’ Forbes Top RIA Firm 2025 List Alex Landry Diane Le Anthony McGuirk Chelsea Diaz-Wells Matt Kilgroe, Barron’s 2025 Top Advisor Rankings by State USA Today Best Financial Advisory Firms 2025 Matt Kilgroe HENRYs: A Promising Young Market for Advisors Giving strategies to celebrate National Philanthropy Day Ryan Kemp, JD, CFP®, CIMA®, AWMA® Shawn Jiles, C(k)P® Cyndeo Ranked by Forbes Top RIA 2023 Taryn Diaz Greg Bourne Home Advice on Business Exit Planning Year End Tax Planning Matt Kilgroe Highlight Commonly Overlooked Financial Issues in Divorce Proceedings Cyndeo President and CEO, Matt Kilgroe named to Barron’s 2024 Top Advisors By State RIAs to Pro Athletes: Skip the Wires, Score with Us The bull run and your client’s retirement plan Kent Kilgroe Stephen Galiardo Leveraging NIL Opportunities FAs Weigh In: Advice for Young People Interested in Wealth Mgmt Meet Our Team Tampa Bay Business Journal unveils 60 companies as 2025 Best Places to Work CW Boss Liesa Abel Arlene Alexander Veterans are a solution for RIAs’ recruitment Julie Battaglia Robby Thigpen Is The Dream Of A Florida Retirement Over? Tom Havard Adam Hess The 52 best RIAs to work for