Diverse
Partnerships.

High-performance
advisors serving high
performing clients.

Partnering at a
Higher Level

Cyndeo Wealth Partners was built for advisors and clients who expect more. From the start, the firm has attracted high-performing professionals — including entrepreneurs, corporate executives, and professional athletes — by delivering clarity in complex, high-stakes moments.

Just as importantly, Cyndeo has become a destination for performance -driven advisors ready to take the next step in their careers. Those seeking independence, greater alignment, and the ability to serve clients at the highest level are drawn to a firm designed to support growth without compromise. It’s an environment where experienced advisors can build, lead, and create something of their own — backed by a team that shares their standards.

With Rise’s strategic resources and expertise, Cyndeo is expanding its ability to recruit top-tier talent and scale its impact across the Southeast and beyond. Together we’re helping create a firm where great advisors do their best work — and where clients benefit from that level of performance every day.

Rising Together Since March 2026

FOUNDED IN

2020

in advisory assets

Managing

$ 3.1 B

in advisory assets

Managing nearly

28

TEAM MEMBERS

Managing nearly

2

OFFICES

Next level growth for
Grimes and Company

“This partnership allows us to build something even more special, enabling us to become a magnet for top talent and remain an industry leader for years to come. We are not sacrificing our independence or culture; we are enhancing it.”

— Kevin T. Grimes, CFA, CFP®, CEO and Chief Investment Officer

Next Level Growth for
Cyndeo Wealth Partners

“From day one, Cyndeo has been built around giving advisors a real voice in their future while holding ourselves to exceptionally high standards on behalf of our clients. Having come from a wirehouse environment myself, I know how hard it can be for advisors to find true independence without sacrificing growth or autonomy”

— Matt Kilgroe, President and CEO of Cyndeo Wealth Partners

Cyndeo
in the news

Addition reflects firm’s recruiting momentum following Rise Growth Partners’ recent minority investment.

Rise Growth Partners managing partner Tony Ling told Citywire he expects his firm’s co-investment with Dynasty Financial Partners in Cyndeo to be a ‘complementary’ relationship, particularly in terms of helping Cyndeo recruit advisors out of wirehouses.

Glenn Rodriguez specializes in serving widows, retirees and families navigating complex financial decisions.