Synergos Advisory LLC
As a STEM professional, you prefer managing your finances but need confidence you're on the right track. Partner with Synergos for ongoing financial planning, guidance, and education.
What We Do
- Comprehensive Financial Planning
- Retirement Savings Strategies
- Roth 401(K) and IRA Conversion Strategies
- Investment Management and Advice
- ISO, NSO, RS/RSU Tax Planning
- Cash Flow Management
- College Education Planning
- Risk Management Strategies
- Estate Planning Strategies
Who We Help
- Technologists, Engineers, and Researchers
- Entrepreneurs, Executives, Managers
How We Work Together
- Intuitive onboarding process designed to guide you through the planning process at your pace
- Access to collaborative planning tools for real-time financial snapshots
- Flat monthly fees for financial services