About

Synergos Advisory develops comprehensive financial solutions to help you – STEM entrepreneurs and professionals -- achieve the quality of life you aspire to.

We differentiate ourselves by incorporating:


  • A values-based approach to financial planning. We will help you define what values and motivations are important to you. These serve as the foundation for you to make informed financial decisions that align with your goals and financial resources. We have found our clients are most successful when they can make that alignment.
  • Coaching. It doesn’t end with just a financial plan. As we implement and monitor progress against goals, we will work closely with you, encouraging you to make positive changes in financial behavior. We will serve as your accountability partner, consistent with the collaborative process we advocate.
  • Fiduciary duty. We always put our clients’ interests first. Synergos is a fee-only advisor and does not sell any financial products or receive commissions, referral fees or payments from insurance or investment products.
  • Technology. We understand you lead a busy life. So we’ve incorporated tools to facilitate online collaboration and virtual meetings anywhere in the continental U.S. We want to ensure your time is well spent on the process – not fighting traffic to get to and from appointments although we are always happy to meet with you in-person, too.

You are most likely to succeed when you align your core values with your goals and financial resources.

Services

Financial Coaching

  • Aligning your values, goals and resources to make quality financial decisions
  • Uncovering and resolving hidden cognitive biases preventing you from establishing healthy financial habits
  • Nonjudgmental accountability and encouragement as you implement changes and stay on track with your plan

Financial Planning

  • Income and Expense Projections
  • Budgeting
  • Cash Flow Management Strategies
  • Financing and SBA Strategies
  • Tax Planning Strategies
  • Retirement Planning
  • Deferred Compensation Strategies
  • Risk Management Strategies
  • Estate Planning Strategies
  • NSO, ISO, ESPP, RS/RSU Planning

Wealth Management

  • Portfolio Construction
  • Asset Allocation
  • Active/Passive Strategies
  • Wealth Preservation Strategies
  • Tax Efficient Portfolios
  • Income Strategies
  • Environmental-Social-Governance (ESG) Solutions
  • 401(k), SIMPLE & SEP IRAs, Defined Benefit and Cash Balance Plans

Build Your Plan

Plan today for a better tomorrow

Schedule Complimentary Consultation

Contact us

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Main Office

Westlake Tower
1601 5th Ave., 11th Floor
Seattle, WA 98101

Call

Direct: 206.800.8056

Professional Designations & Affiliations

  • David R. Uhlmann is a NAPFA-Registered Financial Advisor
    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
  • David R. Uhlmann is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
  • David R. Uhlmann is a Member of the XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.