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
- 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
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.