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Divorce Advisory Group

904 395 3600 divorceadv@ullmannwealthpartners.com

Divorce Advisory Group

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Move Forward Confidently™

Move Forward Confidently™

Move Forward Confidently™

 

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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.

COMING SOON!

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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, will be launching on May 4th! 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. Check back soon for more details!

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

Glenn has...

Glenn Ullmann, CDFA®

President; 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

Director of Investments, Wealth Advisor

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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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Additional info

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Contact information

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

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