Flat-fee financial advice with a focus on you

We specialize in helping our clients minimize taxes, streamline their financial life, and invest appropriately to best meet their goals.

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about synchronous
We're a flat-fee wealth advisory firm, specializing in tax-focused financial planning

Your tax and investment experts working together

Financial Planning

All client relationships begin with developing a financial plan that serves as a roadmap to achieving financial goals.
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Investment Management

We help build portfolios that are aligned with your level of risk and give you the highest probability of reaching your goals.
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Tax Strategy

Our firm was co-founded by a CPA. Minimizing our client's tax burden is incorporated into all decisions we make.
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Financial Snapshot showing key goals, action items like funding savings and updating contributions, key metrics including 11% savings rate and 20% away from target, effective tax rate at 18.2%, marginal tax rate at 24%, and pie charts of tax allocation and asset allocation.
Financial advice & ongoing guidance
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Shane Sideris, CFA
+ Expert tax planning & strategy
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Michael DiBernardo, CPA
synchronous wealth

Financial planning for people just like you

Note: These are hypothetical scenarios and do not involve any Synchronous clients

Confident woman with long dark hair wearing a black top and sitting with arms crossed in a modern office setting.
Ava
Product Manager at Technology Firm
Smiling young couple standing outdoors with greenery in the background.
Sean and Kathryn
Sales Manager and Electrical Engineer
man sitting cross-legged on couch while typing on computer
Mason
Self-employed
Ava

Occupation: Product Manager at Technology Firm
‍Primary Goals: Navigate equity compensation, continue building wealth in real estate investments

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Sean and Kathryn

Occupation: Sales Manager and Electrical Engineer
Primary Goals: Complete a scenario analysis on career possibilities, have an accountability partner, pay flat fees

View Case Study
man sitting cross-legged on couch while typing on computer
Mason

Occupation: Self-employed (owns a software firm)
‍Primary Goals: Develop a financial plan, feel in control of financial life

View Case Study

Synchronous is a fee-only financial planning & investment management firm that specializes in serving real estate investors and business owners.

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