Synergos Advisory LLC

As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track.  When you partner with Synergos, we provide you with ongoing financial planning, guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations.

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

Schedule Complimentary Consultation

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1700 Westlake Ave N Suite 200 Seattle, WA 98109-6212 Phone: (206) 800-8056

Primary Office

1700 Westlake Ave N Suite 200 Seattle, WA 98109-6212 Phone: (206) 800-8056

Other Offices

8201 164th Ave NE Redmond, WA 98052 Phone: (206) 800-8056
500 108th Ave NE Suite 1100 Bellevue, WA 98004 Phone: (206) 800-8056