Ulrich Investment Consultants: Trusted Financial Advisor for Wealth Management

Take Aim

Reach Your Goals

With a Targeted Approach

Ulrich Investment Consultants

A TARGETED APPROACH TO WEALTH MANAGEMENT

If you are looking for a targeted approach to wealth management with an independent, transparent, fiduciary business model and professional team, you’ve come to the right place.

We specialize in working with:

Private Wealth

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Tribal Entities

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Retirement Plans

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Nonprofits

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^{Our Philosophy}
Prioritizing Your Success

We work to identify your dreams and goals, fostering relationships that encourage open and honest communication. Our priorities are your priorities.

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"We’re not in the business of just talking the talk. We’re here to walk the walk. Our team is here to make a real difference in our clients’ financial journey."

- John P. Ulrich, CFP®
President & CEO

^{Our Services}
Focused on You

At Ulrich, we focus on your goals and aspirations, rather than on product sales or commission-based portfolios. Our services span from financial planning to wealth management, but one thing stays the same: We are focused on you.

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"At Ulrich, we unite under a common vision and goal, striving to achieve success as one cohesive team with our clients."

- Whitney E. Solcher, CFA®
Chief Investment Officer

The Ulrich Footprint

National Reach with Local Service

Ulrich supports clients across the country with staff members located in five states.

Take Aim

Reach Your Goals

With a Targeted Approach