A complete list of active advisors currently associated with SynergOS Advisory

Warmer can help you find a great advisor at SynergOS Advisory or one who fits your needs even better.

Synergos Advisory LLC, a Washington‑registered independent adviser led by a sole member, serves individuals, high‑net‑worth clients, employer‑sponsored retirement plans, and corporate entities. The firm provides tailored investment management, comprehensive financial planning, tax and estate planning coordination, and employee benefit plan consulting. The adviser primarily applies passive investment strategies alongside fundamental analysis and implements client portfolios using the Betterment for Advisors platform while retaining discretionary trading authority. It also uses analytical tools and AI‑assisted models for decision support, with human review required for all discretionary recommendations, and delivers ongoing subscription planning engagements that include monitoring and coordination with third‑party tax and estate specialists. Distinctive features for a solo independent firm include an explicit offering of pension and employee benefit plan services and a business model that emphasizes flat subscription planning arrangements rather than relying primarily on percentage‑of‑AUM billing. The principal’s separate fintech activity that develops advisory tools (conducted outside normal firm hours) and the firm’s small, platform‑driven client base further differentiate its operational profile from many peers.

To learn more about the advisors currently working at SynergOS Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.