Welcome to Synergy Advisors

Strategic Financial Solutions in Sammamish

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Welcome to Synergy Advisors

Maximizing Your Financial Potential

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About Our Firm

Sammamish's Trusted Financial Advisors

Located in the heart of Sammamish, Synergy Advisors LLC delivers comprehensive financial strategies tailored to your unique goals. Our team combines technical expertise with personalized service to help businesses and individuals thrive.

Founded by industry veterans, Synergy Advisors has grown from a local consultancy to a premier advisory firm. We take pride in our client-first approach that transforms complex financial challenges into strategic opportunities.

Our leadership brings decades of combined experience in tax strategy, investment planning, and business consulting.

To empower clients through customized financial solutions that align with their values, mitigate risks, and maximize growth potential.

Every client receives white-glove service from our dedicated advisors.

To be recognized as the Pacific Northwest's most trusted advisory firm, where clients achieve financial clarity and confidence.

Integrity. Expertise. Results.

Certified Professionals

CPA, CFP®, and CFA credentialed advisors

Proven Strategies

Data-driven financial planning

Client-Centered

Tailored solutions for every situation

500+

Satisfied Clients

25+

Industry Awards

15+

Years Experience

100+

Business Partners

Why Choose Us

The Strategic Advantage Your Finances Need

At Synergy Advisors, we combine market expertise with personalized service. Our holistic approach ensures every financial decision aligns with your long-term objectives—all while minimizing risks and maximizing opportunities.

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Comprehensive Planning

We analyze all aspects of your financial picture for optimal results.

Fiduciary Standard

Legally obligated to act in your best interest at all times.

Performance Tracking

Transparent reporting with quarterly progress reviews.

Our Services

Strategic Advisory Solutions

Business Advisory

Strategic guidance to optimize operations, growth, and profitability for businesses of all sizes.

Financial Analysis

Exit Planning

Succession Strategies

Investment Management

Customized portfolio strategies aligned with your risk tolerance and financial objectives.

Asset Allocation

Diversification Strategies

Performance Monitoring

Tax Optimization

Proactive planning to minimize liabilities while maintaining compliance.

Entity Structuring

Deduction Strategies

Year-Round Planning

Retirement Solutions

Comprehensive plans to ensure financial security throughout your golden years.

401(k) Optimization

Income Planning

Legacy Strategies

Our Team

Meet Our Expert Advisors

Jannifer Langley

Founder & Managing Partner

Maike Chen

Senior Wealth Advisor

David Miller

Tax Strategy Director

Client Testimonials

What Our Clients Say About Us

Synergy Advisors transformed our family's financial future. Their tax strategies alone saved us $28,000 last year while their investment guidance grew our portfolio.

Olivia Richardson

Small Business Owner

As a tech startup, we needed advisors who understood rapid growth challenges. Synergy's strategic guidance helped us scale efficiently while maintaining profitability.

Mark Kwan

Startup Founder

Their retirement planning gave me confidence to leave my practice earlier than expected. Five years later, my income stream remains stable thanks to their foresight.

Dr. Alina Wilson

Retired Physician