Thank You for Reaching Out to Synergos
Based on your responses, one or more aspects of your planning needs appear to fall outside Synergos’ current focus or service model. Another advisor or specialist may be better positioned to provide the type of support you are seeking.
Synergos is intentionally focused on ongoing, comprehensive financial planning for primarily self-directed STEM and technology professionals who are still accumulating wealth and preparing for retirement. The practice is designed around a structured planning relationship rather than providing every type of financial, tax, or investment service.
Where Synergos Focuses Today
Our planning model is primarily designed for clients who:
- Work in STEM, technology, engineering, science, or related analytical fields
- Are generally still in the accumulation and pre-retirement stage
- Want comprehensive financial planning rather than a single isolated project
- Prefer an ongoing, structured planning relationship with implementation and follow-up
- Are self-directed investors who appreciate a data-driven, collaborative planning process
- Want tax-aware planning and projections, with coordination with their CPA, attorney, or other specialists when appropriate
Services Outside Our Primary Focus
Synergos may not be the right fit when a relationship is primarily centered on services such as:
- Tax-return preparation or filing
- Specialized cross-border or international tax planning
- Significant student-loan planning
- One-time or project-based financial planning
- Investment management without a broader financial planning relationship
Other Options That May Serve You Well
The following independent directories can help you identify professionals whose expertise and service model may more closely match what you are seeking.
- XY Planning Network – Find an Advisor for fee-only advisors offering a variety of planning models and specialties
- NAPFA – Find an Advisor for fee-only fiduciary financial advisors
- CFP Board – Find a CFP® Professional to search for CFP® professionals by location and planning needs
If your needs involve tax preparation, international or cross-border taxation, or another specialized tax matter, consider looking for a CPA or Enrolled Agent whose practice specifically focuses on that area, either independently or in coordination with your financial planner.
Thank you again for considering Synergos and for taking the time to complete the Fit Assessment. We hope these resources help you find an advisor whose expertise and approach are well aligned with what you need.