Ullmann Wealth Partners

Ullmann Wealth Partners is a Financial Planner in Jacksonville Beach, FL, located at 1540 The Greens Way. The firm provides personalized wealth management solutions for high-net-worth individuals, families, business owners, executives, professionals, divorcees, and retirees. Services include investment management, professional relationship management, and advanced planning. The practice operates as a fee-only fiduciary, putting client needs first. It holds a 5.00 rating based on customer reviews. The firm follows a customized, comprehensive, and systematic process to identify client strengths, concerns, and opportunities. This approach utilizes best practices in investment management and coordinates with clients’ other expert professional advisors. The process is carefully mapped, monitored, and refined to bridge the gap between current and desired financial states. The firm focuses on tax mitigation and increasing cash flow to preserve and enhance wealth. Recommendations are constructed on rational analysis rather than emotion or group think. The firm uses an open-architecture platform, meaning it is an independent thinker never influenced by the product preferences of a single investment provider. Ullmann Wealth Partners was founded in 2002 by Glenn Ullmann, CAP, who has over 30 years of experience in the investment industry. Before founding the firm, Glenn was the branch manager for Robert W. Baird and an advisor with Smith Barney. He was also a Pilot in the United States Air Force. Glenn published the book Landing a Smooth Retirement-The Only Financial Planning Book You'll Ever Need in 2004. In 2004, the firm was recognized as a NABCAP "Premier Advisor" for its proprietary client education and customer service model. The firm launched the Divorce Advisory Group in 2014 with the addition of Pat Kilbane. Glenn Ullmann was recognized by the Jacksonville Business Journal as a Veteran of Influence in 2014. The firm moved into its own stand-alone building in 2015. Fidelity began custodies client assets in 2018. The firm rebranded to Ullmann Wealth Partners in 2019. Caitlin Frederick, CFA and CPA, joined the firm in 2019. The team also includes Mclain Johnson, CFP, and Jack Gunn, CFP, Wealth Advisor and Director of Investments. The firm maintains a 5.00 rating from customers who have reviewed it, reflecting the positive reception of its fiduciary and fee-only approach. This standing reflects the trust clients place in the firm’s goal-based wealth management and its history of serving clients since 2002. Ullmann Wealth Partners brings its disciplined, fiduciary approach to wealth management to Jacksonville Beach, helping clients achieve financial independence and confidence through proven principles and systematic planning.

Ullmann Wealth Partners sits on The Greens Way in Jacksonville Beach, just about a mile from the main road of 3rd Street South. The location is also near Butler Boulevard, which is roughly a fifth of a mile away.

BizScoreAI gave the business a Technical score of 79 out of 100, meaning the website is secure and easy for search engines to read. The Discoverability score is 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.