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 Investment Management 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, Mid-Level Managers

How We Work Together

  • Intuitive onboarding process designed to guide you through the planning process at your pace
  • Advice to optimize your finances and provide you with a roadmap to achieving your aspirations
  • Access to collaborative planning tools giving you real-time financial snapshots
  • Flat monthly fees for financial planning and investment management

Advisors at this Office


This Office

800 Bellevue Way NE Bellevue, WA 98004 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
800 Bellevue Way NE Bellevue, WA 98004 Phone: (206) 800-8056