In The News
December 6, 2022 - Family Lawyer Magazine
Caitlin Frederick, CFA and CPA, writes about breaking free from the “HENRY” (High Earner, Not Rich Yet) cycle.
November 9, 2022 - Action! Magazine
Patrick Kilbane, Director of our Divorce Advisory Group, talks about our firm's niche of assisting high-net-worth women going through the divorce process.
August 4, 2022 - The RIA Podcast
Patrick Kilbane, Director of our Divorce Advisory Group, joined Seth Greene on The RIA Podcast to discuss supporting high-net-worth married and divorcing clients. During the interview, Pat shares our approach to wealth management and maximizing value for our clients.
Many of you know Patrick Kilbane as Director of our Divorce Advisory Group and a partner in our firm. But did you know, long before he became a wealth manager, he had a successful career in family law as an attorney? He discusses his path to Ullmann Wealth Partners and a career in financial planning in Nerd’s Eye View, a podcast focusing on the financial industry.
Move Forward Confidently is now available as an audiobook.
Patrick Kilbane and Caitlin Frederick publish Move Forward Confidently, a book aimed at guiding high-net-worth women through the divorce process.
