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Advisors near 22901
Out of 400,000+ nationwide
Scott V
Series 63, Series 65
Charlottesville, VA
Guard Hill Advisors LLC
Thomas S
Series 63, Series 65
Charlottesville, VA
Round Oak Capital LLC
Stephen A
Series 65
Free Union, VA
MarketCycle Wealth Management, LLC
David V
CFA®, Series 66
Charlottesville, VA
Split Creek LLC DBA Split Creek Capital LLC
Melissa H
Series 63, Series 65
Keswick, VA
Harrison Capital Management
Crawford U
CFP®, EA
Charlottesville, VA
Ulmer Financial
Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. 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. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, 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. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. 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.
Philip S
Series 65
Keswick, VA
Retirement Wealth Management, Inc.
Paul H
Series 65
Charlottesville, VA
Laird - Altman Holdings LLC
Douglass L
CFA®, Series 63, Series 65
Charlottesville, VA
31 Moorgate, Inc.
Kevin S
Series 65
Charlottesville, VA
Simplified Retirement
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Advisors near 22901
Out of 400,000+ nationwide