Ulrick Edmonds & Associates
Ulrick Edmonds
Financial Advisor
Our firm adds value to the lives of growing families, athletes, college football coaches, college women's basketball coaches & small businesses.
Family First
Ulrick is the founder of a leading multigenerational planning firm specializing in financial independence planning, among the top financial services practices in both the Houston area and the U.S. His team is dedicated to empowering clients to achieve financial freedom through six core strategies:
- Cash Flow Planning
- Investment Planning
- Retirement Planning
- Insurance Planning
- Tax-Efficient Planning
- Will, Trust, and Estate Planning
Residing in the suburbs of Houston, Ulrick enjoys a vibrant family life with his wife, Lindsay, an Elite Women’s College Basketball coach, and their three daughters, who are actively engaged in various extracurricular activities.
Passionate about community outreach, Ulrick is involved with numerous organizations, driven by his mission to serve others and create a lasting impact that benefits future generations.
Financial Representatives do not render tax or legal advice. Consult with a tax professional or legal professional for tax and legal advice specific to your situation.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
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Coffee & Conversations
Serving our community to have essential conversations about financial planning, tax planning, estate planning and business coaching.
Coffee & Conversations
December 2023
