Who we serve
At Ulm Tree, we work with clients in all life stages.
Business professionals and entrepreneurs
As business professionals, we can help you navigate the opportunities and complexities providing a road map to work toward a more secure financial future.
Families planning for the future
Family dynamics are unique and we focus on understanding yours as one of the biggest concerns for many is making the right decisions.
Retired clients or those retiring in the next 10 years
Retirement is a life event we work toward for years. We help our clients with planning for the best timing and outcome based on your goals, priorities, and financial situation.
We are particularly familiar with the nuances of the following:
Business owners and executives
We are intimately familiar with demands of running a business and the stress it can have on you. Having a financial professional you trust can help relieve some of the pressures.
Corporate professionals (for profit & non-profit)
A portion of our client list includes professionals who work within a corporate structure. Some professions include attorneys, finance, consultants, sales, engineers, and others.
Professional athletes and entertainers
Building trust and helping athletes and entertainers prioritize for the long term financial future is a specialty of Ulm Tree.
Healthcare, agriculture, and skilled trades
As former consultants within the healthcare sector, we understand the importance of serving the community. Doctors, farmers, police officers, educators, firemen, construction workers and many others.