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About Capital Synergy Partners
Capital Synergy Partners (CSP) is a dynamic, full-service broker-dealer and registered investment advisor with a distinct mission. Founded by successful financial advisors and life insurance professionals, CSP thrives on empowering like-minded independent advisors. At the core of CSP's philosophy is the belief that collaboration among already accomplished partners breeds unparalleled success. This commitment to synergy sets CSP apart.
CSP's advisors are visionary entrepreneurs, deeply committed to providing exceptional financial advice tailored to their clients' unique needs. CSP strengthens advisors' autonomy by avoiding product-driven approaches and fostering client-centricity instead. CSP's strategic alliances with CPS Insurance Services and RBC Clearing and Custody broaden the spectrum of offerings, enhancing advisors' capabilities and ensuring comprehensive client service.
With a keen focus on supporting their advisors, Capital Synergy Partners offers practice management training, marketing support, cutting-edge broker desktop technology, and access to a diverse range of mutual funds. Their dedication to trust services, lending, banking, and insurance products underscores their commitment to holistic financial planning.
Pricing options
Regulatory filings
Areas of specialty
- Independent Financial Advisory
- Practice Management Training
- Marketing Support
- Broker Desktop Technology
- Mutual Funds
- Fee-Based Platform
- Trust Services
More about Capital Synergy Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 148733 | 21 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Capital Synergy Partners.