Ulmer Financial is independent, fee-only, and tax-focused. Our goal is to make managing your money and filing your taxes easier and more streamlined.
Transparent Fees
Our fees are transparent. We are fee-only, meaning there are no hidden, complicated commissions.
Tax-Focused
Unlike most financial planning firms, we also prepare and file client tax returns. This ties client finances together.
Independent
We are not employed by or a part of any large company. We serve our clients, not a corporate office.
Crawford Ulmer
Financial Advisor & Tax Preparer
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. I also enjoy making clients' lives easier by streamlining their investments and tax preparation.
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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.
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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.
