Synergos Advisory develops comprehensive financial solutions to help you – STEM entrepreneurs and professionals -- achieve the quality of life you aspire to.

We differentiate ourselves by incorporating:

A values-based approach to financial planning. We will help you define what values and motivations are important to you. These serve as the foundation for you to make informed financial decisions that align with your goals and financial resources. We have found our clients are most successful when they can make that alignment.
Coaching. It doesn’t end with just a financial plan. As we implement and monitor progress against goals, we will work closely with you, encouraging you to make positive changes in financial behavior. We will serve as your accountability partner, consistent with the collaborative process we advocate.
Fiduciary duty. We always put our clients’ interests first. Synergos is a fee-only advisor and does not sell any financial products or receive commissions, referral fees or payments from insurance or investment products.

Technology. We understand you lead a busy life. So we’ve incorporated tools to facilitate online collaboration and virtual meetings anywhere in the continental U.S. We want to ensure your time is well spent on the process – not fighting traffic to get to and from appointments although we are always happy to meet with you in-person, too.

You are most likely to succeed when you align your core values with your goals and financial resources.


Flat-fee, Comprehensive Financial Planning for STEM Entrepreneurs and Professionals

When we work together to provide you with financial planning and investment management services, we can simplify your financial life so you can focus on what you do best.

Our services include:

Financial Planning

  • Income and Expense Projections
  • Budgeting
  • Insurance Reviews
  • Tax Planning
  • Tax Preparation
  • Retirement Planning
  • NSO, ISO, ESPP, RS/RSU Planning
  • Estate Planning Strategies

Wealth Management

  • Portfolio Construction
  • Asset Allocation
  • Active/Passive Strategies
  • Wealth Preservation Strategies
  • Tax Efficient Portfolios
  • Income Strategies
  • Environmental-Social-Governance
    (ESG) Solutions
  • 401(k), SIMPLE & SEP IRAs,
    Defined Benefit and Cash Balance Plans
  • Roth IRA Conversion and Mega
    Backdoor Roth 401(k) Strategies


Plan today for a better tomorrow

Schedule Complimentary Consultation

Contact us

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Direct: 206.800.8056


South Lake Union
500 Yale Ave. N., Suite 400
Seattle, WA 98109

800 Bellevue Way NE
Bellevue, WA 98004