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 is a solo, state-registered investment adviser that serves primarily individual clients and also provides services to employer plan sponsors, profit-sharing plans, and small businesses. The firm offers tailored portfolio management and comprehensive financial planning, including ongoing planning engagements and employee benefit plan (pension) consulting. The firm’s investment approach emphasizes passive portfolio construction supplemented by fundamental analysis, implemented on custodial and platform solutions with discretionary authority consistent with each client’s investment policy statement. Synergos uses a range of analytical tools — including AI-assisted modeling as a decision‑support resource — but retains human review and conducts regular (typically quarterly) account oversight. Noteworthy distinctions include a small client roster and relatively low discretionary AUM compared with materially higher assets under advisement, indicating a mix of advisory and coordination work beyond direct asset management. The firm does not generally rely on percentage‑of‑AUM advisory fees and instead emphasizes fixed ongoing planning arrangements and platform/custodian relationships; its principal also operates a separate financial‑technology business that develops tools for other advisors, disclosed as an outside business activity.

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.