David Uhlmann (AAMS, BFA™, CFP®, MS)

David Uhlmann focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Retirement Plan Investment Advice

Planning Specialties

Specialties

  • Comprehensive Financial Planning
  • Tax Planning
  • Financing and SBA Strategies
  • Retirement Income Planning
  • Investment Management
  • Stock Options and RS/RSU Planning
  • Cash Flow Management
  • Succession Planning
  • College Education Planning
  • Risk Management Strategies
  • Estate Planning Stategies

Ideal Clients

  • Business Owners and Executives
  • Entrepreneurs
  • Self-employed Individuals
  • Technologists
  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Additional Information

As an entrepreneur, you’re juggling personnel decisions, capital allocation, growing sales, cutting costs and constantly putting fires out.  With all your time tied up in running your business, who’s making sure your personal finances are on track?

We do!  Synergos Advisory, a  Seattle, WA fee-only financial planner, can provide you with ongoing financial planning and wealth management tailored to your unique needs while you focus on running your business.  Allow us to work on your behalf. 

Plan today for a better tomorrow.

Are your finances on track?  Check out Synergos' free planning tool.

Check out our videos on "Change your financial future today," "Take control of your student loans," and "Get retirement ready."

NAPFA Start Date

August 14, 2019

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This Office

1942 Westlake Ave Seattle, WA 98101-1208 Phone: (877) 752-6609