Molly Ritz is a Partner and Director of Investment Advisory Services at Ulrich Investment Consultants, where she plays a central role in comprehensive financial planning, portfolio oversight and client relationship management and advocacy. 

Molly holds the CERTIFIED FINANCIAL PLANNER ® certification and is a registered investment advisor representative. She is deeply involved in the rebalancing of client accounts, monitoring compliance with investment policies, preparing detailed investment reporting and supporting the firm’s commitment to consistent, fiduciary-aligned solutions. Molly also collaborates closely with the capital markets review team on portfolio modeling, asset allocation strategies, and investment manager research and selection.

Since beginning her career in financial services in 2006, Molly has built deep expertise across financial planning, client service, and portfolio management. She brings a well-rounded, client-centered approach that reflects her commitment to fiduciary excellence and personalized guidance.