Synergy Financial Partners, based in Denver, Colorado, is an independent financial advisory firm dedicated to providing personalized wealth management solutions for individuals, families, and business owners. Founded in 2007 by Phil Jacobson, CFP®, ChFC®, the firm emphasizes a client-centric approach, offering services such as comprehensive financial planning, retirement strategies, investment management, education funding, estate conservation, and insurance analysis. Their mission is to deliver objective advice free from conflicts of interest, ensuring that recommendations align solely with clients’ best interests. Synergy’s advisors collaborate closely with clients to understand their unique goals and craft tailored financial plans, guiding them through every step of the process—from goal setting and strategy development to implementation and ongoing monitoring. The firm also provides educational resources, including calculators, videos, and newsletters, to empower clients in making informed financial decisions.