About Ullmann Wealth Partners

<br/><br/><br/>Client Centered




Client Centered

As a fiduciary, we always put your needs first. We are fee-only wealth managers who are dedicated to provide comprehensive guidance across all aspects of our client's financial life.

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"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." 

- Glenn Ullmann's favorite quote, by Maya Angelou

History

Founded in 2002, Ullmann Wealth Partners has a long history of helping clients achieve financial freedom through our customized, goal-based approach to wealth management. Our commitment to our clients has always been our top priority; we are here to serve our clients and hold our fiduciary duty in the highest regard.


Formation of Ullmann Financial.

2002

Glenn Ullmann published, Landing a Smooth Retirement–The Only Financial Planning Book You'll Ever Need.

2004

Firm recognized as a NABCAP "Premier Advisor" for proprietary client education and customer service model.

2012

Surpassed $300 million in total client assets.

2014

Launched the Divorce Advisory Group with the addition of Pat Kilbane. Glenn Ullmann recognized by the Jacksonville Business Journal as a Veteran of Influence.

2015

Firm has moved into its own stand-alone building.

2016

Brian James, Director of Investments, earns the CPWA® certification.

2018

Fidelity custodies client assets.

Rebranded to Ullmann Wealth Partners.

2019

Caitlin Frederick, CFA and CPA,  joins Ullmann Wealth Partners.

2020

Pat Kilbane and Caitlin Frederick publish Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce.

2021

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The Premier Advisor award by Jacksonville Magazine/904 is based on criteria used by the NABCAP, which evaluates candidates on 20 categories of practice management. Characteristics of an advisory practice evaluated include but are not limited to: Years of experience, Credentials/Designations, Average AUM per client, Investment philosophy, Risk philosophy, U4/ADV status, and Customer service. Advisors are invited to participate by submitting an online questionnaire. No fee is paid to participate.

Why Ullmann Wealth Partners

Independent, Unbiased Investment Strategy

We have the freedom to run our firm independently, practicing the principles we know will best serve our clients’ wealth management needs. Our fiduciary duty drives everything we do.

Fee-only Registered Investment Advisor

We are a fee-only investment adviser who takes our fiduciary responsibility very seriously. Our primary duty is to you – our client.

Excellent Customer Service

You can expect us to deliver proactive and unparalleled service. As your partner, we will return calls promptly and thoroughly answer questions you may have. We also aim to simplify and explain complex matters so you are comfortable and confident as we develop and monitor your goal-based plan. We believe education is key to a successful partnership and we are here to help eliminate complexities when it comes to your wealth management plan.

Custodian Services Provided by Fidelity Clearing and Custody Solutions®

Fidelity Investments® is one of the world's largest providers of financial services that provides custodial and clearing services to Ullmann Wealth Partners' clients.

Community

Ullmann Wealth Partners actively supports the community in which we work and live. Our team strives to positively impact our communities in many ways including financial support, volunteering, serving on boards, and partnering with non-profit organizations. Some of the organizations we assist follow:








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