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Divorce Advisory Group

904 395 3600 divorceadv@ullmannwealthpartners.com

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Move Forward Confidently™

Move Forward Confidently™

Move Forward Confidently™

 

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Recently featured on Divorce Survival Guide Podcast with Kate Anthony! Listen here:

 

 


Our Services

Protect Your Finances Before, During, and After Divorce.

 

At Divorce Advisory Group, we know the emotional toll divorce takes. We also know the sorrow, fear, and anger can distract from critically important financial and legal issues. That’s where we help. Through our network of attorneys, financial professionals, and a team of compassionate specialists, we are here to guide you at every step on this difficult journey. Our Certified Divorce Financial Analyst (CDFA®) services provide specialized guidance and education that are designed with the intention of saving you valuable time, money, and stress.

Services

The Divorce Advisory Group (an affiliate of Ullmann Wealth Partners) partners with affluent non-working spouses before, during, and after divorce to help them make the most sound decisions.

Process

Each situation is different, and the path will be a bit different for each individual going through a divorce. We are here to help you along each step of your journey.

 

AVAILABLE NOW!

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Our Divorce Advisory Group is pleased to announce that, Move Forward Confidently, our book co-authored by Pat Kilbane and Caitlin Frederick, is now available!The book is a roadmap for high-net worth individuals going through the divorce process. It is designed to provide people with information to smoothly navigate the divorce process and beyond. The book is available in hard copy or as an audiobook. Click here to order your copy!

 

 

“This is a well-researched and invaluable handbook for women in this situation. The authors have a deep bench of experience and have smart, compassionate advice. Recommended!” – Melissa, May 2021

“Divorce is one of the most challenging, emotionally-charged events one can go through in their life. When you are in the throes of these tenuous circumstances, you need a guidebook and a road map to ensure you are moving down the right path. If you find yourself in this situation, you need to be equipped with the information in this BOOK!!! You owe it to yourself to be informed!” – Stacy, May 2021

“Divorce can be one of the hardest legal and emotional challenges for a client. This well written book provides an excellent walk through that will help guide women through this experience. Highly recommend.” – Jeremiah, May 2021

Responsive:: Acadia: Team Title

Professionals

Learn more about our professional and compassionate team of professionals and see what makes us different. We are here to help guide you in the right direction.

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Team members

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Pat joined Ullmann Wealth Partners to assist, guide, and support individuals before, during, and after they begin the dissolution of marriage...

Patrick Kilbane, J.D. CDFA®

Director, Divorce Advisory Group, Certified Divorce Financial Analyst®

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Caitlin is the Director of Financial Planning and a Wealth Advisor. Her primary role is to lead and enhance the financial planning process...

Caitlin Frederick, CFA, CPA

Director of Financial Planning, Wealth Advisor

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Glenn is President of Ullmann Wealth Partners, with overall responsibility for the firm’s wealth management practice.

Glenn has...

Glenn Ullmann, CDFA®

President of Ullmann Wealth Partners, Certified Divorce Financial Analyst®

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Brian is the Director of Investments and a Wealth Advisor. With more than 20 years of experience in the investment management industry, Brian...

Brian James, CPWA®

Director of Investments, Wealth Advisor

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Contact information

  •   1540 The Greens Way, Jacksonville Beach, FL 32250
  •   904 395 3600
  •   divorceadv@ullmannwealthpartners.com
                 

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