We provide you with financial advice that is transparent and accessible, so that you feel equipped to approach the future with confidence.
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.
Crawford Ulmer
Financial planner
CERTIFIED FINANCIAL PLANNER (TM)
Enrolled Agent
I became fascinated by investing at a young age and bought my first stock when I was 10 years old.
Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals.
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Before starting Ulmer Financial, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional and Enrolled Agent.
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The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
