Broker Check

Your wealth deserves a plan built around you.

A firm for those approaching retirement, successful families, and business owners. Pairing sophisticated planning with a relationship that lasts.


Why Synergy Bound?

The advantages of independence, without the distance of a big firm.

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Independent

No proprietary products, no sales quotas. Advice that answers to you.

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Lower fees

A transparent, competitive fee structure that keeps more money working for you.

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Tax-Efficient

Tax strategy is built into every decision, not bolted on in April.

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One relationship

You work directly with your advisor. The same person, every time.

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Comprehensive by design

Retirement, tax, investments, estate and health insurance planning, coordinated in one plan, not siloed.

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Backed by LPL

Independent advice supported by the scale and custody of LPL Financial.

Clarity. Confidence. A plan built around you.

Most people don’t need more financial products. They need one clear plan, someone who knows their name, and the confidence that it’s all working together. That’s the whole idea behind Synergy Bound.

Spencer Butterbrodt, CFP
Meet Your Advisor

Spencer Butterbrodt, CFP®

A Beaver Dam native and University of Wisconsin–La Crosse graduate, Spencer founded Synergy Bound to do wealth management differently: independent, transparent, and genuinely personal.

He believes finance isn't easy, but it's far less intimidating when you're well informed and working from a clear, carefully built plan. When he isn't with clients, you'll find him on the golf course or cheering on Wisconsin with his wife Kayla and their Bernedoodle, Bango.

CFP®
Certified Professional
Independent
Advice On Your Side
Beaver Dam
Local & Statewide
Questions

Answers, before you ask.

What experience or credentials do you have?

Spencer brings more than seven years in the financial industry, including time as a Private Client Advisor at JPMorgan Chase before breaking away to build Synergy Bound as an independent firm. Over that time he has guided many individuals and families both to and through retirement. He is a CERTIFIED FINANCIAL PLANNER™ professional, a credential that requires extensive coursework, a comprehensive exam, and thousands of hours of experience, and a University of Wisconsin–La Crosse graduate with expertise across retirement, tax, investment, and estate planning.

Who do you work with?

We work best with professionals, business owners, families, and those near or in retirement. Wherever you are in your journey, we're glad to help or point you in the right direction.

How are you paid?

Transparently. We walk you through exactly how our fees work before you commit to anything, so there are no surprises later.

Are you truly independent?

Yes. Synergy Bound is an independent firm. We're not owned by a bank or a fund company, so our advice is not tied to any one product line.

What does working together look like?

It begins with a relaxed introductory conversation. From there we build your plan, put it to work, and meet regularly to keep it current.

Do I have to be in Beaver Dam?

No. Many clients meet virtually. We're proud to be based in Beaver Dam, and we serve families across Wisconsin and beyond.

The Next Step

Let's build the plan your future deserves.

A relaxed, no-pressure introduction. We'll talk through where you are and where you'd like to be, and whether we're the right fit.

Schedule an Introduction