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Unite Your Financial Plan, Investments, And Taxes

We help you plan for the future, manage your investments, and file your taxes, so that you can focus on what matters most.

No asset minimums
We do not have asset minimums. This allows us to serve clients who are just beginning to build their assets.

Transparent fees
Our fees are transparent. We are fee-only, meaning there are no commissions. Our fees are listed right on this website.​

Tax-Focused
Unlike most financial planning firms, we also prepare and file client tax returns. This produces planning unity.

Independent
We are not employed by or a part of any large company. We serve our clients without the influence of some distant corporate office.

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Financial Planning

We work with you to establish your financial goals and develop strategies to achieve them. We will review a variety of different financial planning topics.

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Fees: starting at $100 / month

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Investment Management

We manage investments on behalf of our clients. We decide on the best asset allocation for your situation, select the individual securities, execute the trades, and make adjustments.

Fees: starting at 0.95% / year

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Tax Preparation

We prepare many types of tax returns. By working with you on your financial plan, we are well informed to prepare your taxes efficiently.

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Fees: starting at $250 / year

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crawford@ulmerfinancial.com

(434) 987-6844

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Privacy Policy   |   ADV

© 2024 by Ulmer Financial LLC

 

Check the background of your financial professional on the Securities and Exchange Commission's Investment Adviser Public Disclosure website.

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Ulmer Financial LLC (“UF”) is a registered investment advisor offering advisory services in the State of Virginia and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

 

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

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Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. 

 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Ulmer Financial LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

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UF does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall UF be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if UF or a UF authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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