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Gary L. Ulrich, Jr.

Director, The Financial House

Registered Representative, Lincoln Financial Securities

Gary holds a Bachelor of Science degree in Financial Planning and a Bachelor of Science degree in Economics from the University of Delaware. He is one of the first graduates of the financial planning curriculum at the University of Delaware, pioneering the program. Since entering the financial services industry in 2014, he has gained experience in multiple areas of the industry, in addition to becoming a registered representative with Lincoln Financial Securities. Gary specializes in retirement planning, cash flow analysis, insurance planning and qualified retirement plans.

Gary is the President of the Hockessin-Greenville Chapter of Rotary International, and active member of Delaware Young Professionals, the Delaware chapter of the Society of Financial Service Professionals, the New Castle County Young Professional Network and the Cecil County Chamber of Commerce. A recent highlight has been helping the University of Delaware’s Alfred Lerner College of Business and Economics in marketing a new minor in Trust Management to encourage college students to enter the financial services industry. Gary also serves on the Board of Directors of SmartDrive, a foundation established to reduce loss of life and property in senseless motor vehicle crashes through intensive and interactive defensive driving skill development. Other Boards on which Gary is an active member are Cancer Support Community of Delaware and The University of Delaware’s New Castle County Alumni Association.

Gary lives in Greenville, Delaware with his dog, Buddy.

Financial Independence

Achieve your dreams of being financially secure.

Why Choose Gary Ulrich?

When you are in need of objective financial advice, it is critical that you choose an advisor who will act in the best interest of your needs. Gary Ulrich takes his fiduciary duty seriously, putting each client’s needs above his own while creating custom solutions designed to meet your goals. At your initial consultation, he will work diligently to understand your goals, dreams, desires and current situational needs. He will make recommendations after a detailed analysis and evaluation of your situation and goals, while providing regular check-ups and frequent communication. No one wants to feel left in the dark while looking for honest financial solutions. This is why he strives to provide up front disclosures of the costs, risks and benefits of his recommendations from start to finish.

When you choose Gary Ulrich, he can help you:

  • Identify financial goals
  • Create a custom plan to pursue said goals
  • Build wealth over time with a disciplined approach
  • Make tough financial decisions with an unbiased point of view
  • Have confidence in your future

Professional Advice

From a professional planner.

Services Offered

Gary Ulrich specializes in retirement planning, cash flow analysis, insurance planning, and qualified retirement plans. As an Advisory Representative of Lincoln Financial Securities, he offers the following services:

  • New to investing guidance
  • Financial plan creation
  • Educational planning and funding
  • Retirement planning
  • Insurance review and needs analysis (Life, Disability, and Long-Term Care)
  • Business retirement plans and succession planning
  • Tax strategies
  • Estate planning

Contact Gary

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302-654-5451
5818 Kennett Pike, Wilmington, DE 19807 USA
gary@financialhouse.com
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