About Me

Synergy Financial Partners (SFP) is a full-service Financial Services company.  We help our clients, (individuals and businesses) with all of their financial needs from insurance, to investments, to business coaching, and more!  Through our Synergistic Partnership Program, we help our clients with CPA and accounting services, banking services, legal services, and payroll services just to name a few.  We pride ourselves by always leading with education. Financial literacy is a key component to our client’s success; and we never charge any education or advisor fees to our clients.