Ullmann Wealth Partners

Ullmann Wealth Partners Group is a registered investment adviser that manages roughly $1.25 billion and serves individuals, families (including high-net-worth clients), trusts, estates, retirement plans and other entities through a seven-advisor team. Its service offerings include comprehensive wealth management, investment management, a specialized Divorce Advisory service staffed by Certified Divorce Financial Analysts and an on-staff legal consultant, and client education including monthly workshops and books such as Landing a Smooth Retirement and Move Forward Confidently.

The firm structures client relationships around a documented planning process called the 360 Financial Discipline Process and builds portfolios using principles from Modern Portfolio Theory, primarily recommending mutual funds and ETFs (including Dimensional Fund Advisors funds) while also allocating to External Managers and separately managed sleeves when appropriate. Accounts are generally managed on a discretionary basis with periodic rebalancing, annual account reviews, tax-efficiency considerations, and optional externally managed solutions such as Bernardi and Vanguard Personalized Indexing.

Ullmann is an indirect, wholly owned subsidiary of Focus Financial Partners, which provides access to affiliated capabilities that include pooled investment vehicles managed by SCS Capital Management, insurance introductions through Focus Risk Solutions, and cash/credit solutions via UPTIQ, and it maintains a consulting arrangement with Mutual Securities, Inc.; the brochure discloses these relationships and the firm’s mitigation measures (disclosure and client consent) for related conflicts of interest. Its combination of formal divorce-advisory services with legal support and the regular public workshops and authored materials sets it apart from many similarly sized team advisors.