Aaron Ulrich is a veteran financial advisor who has called Kentucky home his entire life. As a young professional, Aaron was drawn to the financial planning industry, but not the pushy sales tactics utilized by many major firms. He became a licensed financial advisor with Waddell & Reed in 2008, and in 2012 partnered with Dave Ramsey as an endorsed local provider. With that endorsement, Aaron built a practice that focused on leading hundreds of families and small businesses through their financial planning and investment decisions. Grounded with a biblical foundation for budgeting, giving, and avoiding debt, Aaron uses those principles as a starting point for his personal financial decisions. A desire to go beyond that starting point, helping clients plan for a full retirement, led him to accepting a position with Family Wealth Strategies. As a fiduciary, Aaron holds the series 65, Kentucky life and health insurance licenses. He’s is a graduate of Oldham County High School and received his Business Administration degree from University of Louisville. Aaron now lives in the Prospect area with his wife Michelle. They are active members of Crestwood United Methodist Church, where you can find him playing the drums for the contemporary service on Sunday mornings.
Family Wealth Strategies LLC is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Family Wealth Strategies LLC are not affiliated companies.