Not Your Father’s Advisor™
Financial planning and wealth management for people who want clarity, education, and a true partner — not gatekeeping, jargon, or generic advice.
Our Mission
Artemis Wealth Management is an education-first wealth planning firm built to give people access to clarity, strategy, and support the financial system has historically withheld.
We believe wealth should be understandable, values-aligned, and empowering — not hidden behind jargon, gatekeeping, or judgment.
Our work combines strategic financial planning, fiduciary investment guidance, and behavioral coaching so clients can make confident decisions and build wealth with intention.
Meet Karla Ukman
Karla Ukman is a licensed financial advisor, wealth planner, and financial coach with over 12 years of experience helping individuals, families, and business owners build wealth with clarity and intention.
Why Artemis Exists
Karla didn’t grow up with generational wealth or a financial roadmap. As her responsibilities and income grew, she sought professional guidance — only to be dismissed, talked down to, or told to come back later. Those experiences revealed a hard truth: the financial industry wasn’t built to educate or empower most people.
She founded Artemis Wealth Management to challenge outdated norms, remove gatekeeping, and create a firm centered on education, strategy, and respect — especially for women, first-generation wealth builders, and marginalized communities.
How That Shows Up for Clients
Today, Karla combines technical financial planning with behavioral and mindset-aware coaching, recognizing that wealth isn’t just about numbers — it’s about decisions, habits, confidence, and choice. Clients don’t just receive recommendations; they understand them and stay in control of their financial lives.
Karla serves on the board of The Saint Louis Council of Charitable Gift Planners and is affiliated with the Philanthropic Institute for Professional Advisors. She is also a speaker and educator, leading workshops and conversations on financial empowerment, decision-making, and generational wealth-building.
What It’s Like to Work With Artemis Wealth Management
You receive more than a plan — you receive a partnership grounded in clarity, intention, and strategy.
With a rare combination of financial advising, planning, investment management, and behavioral coaching, we guide you through a structured process that simplifies decisions and builds long-term confidence.
- You’ll always understand what we’re doing and why
- You’ll always be included in decision-making
- You’ll never be left to DIY or guess through major financial choices
Our approach includes:
- Clear strategy and ongoing support
- Behavioral and mindset coaching integrated into financial decisions
- Tax-aware and values-aligned planning
- Regular check-ins and plan updates
- The same tools used by high-net-worth clients — without the gatekeeping
Why Artemis Is Different
Most financial advice feels transactional, product-driven, or overly complicated.
Artemis is grounded, transparent, and intentionally built to empower.
We focus on:
Clarity — Always know your plan and options
Education — Understand the strategy behind every decision
Strategy — No guesswork or DIY overwhelm
Accessibility — High-quality tools and guidance, without barriers
Support — A partnership that honors your experiences and goals
Who We’re Here to Support
We work with individuals, families, and business owners who want a more thoughtful, intentional relationship with their money — and who value education, clarity, and long-term strategy over quick answers or transactional advice.
Our clients often include:
- Women who want to feel confident, informed, and respected in financial decisions
- First-generation wealth builders creating a new financial legacy without a roadmap
- Individuals navigating meaningful transitions such as inheritance, divorce, widowhood, career changes, or new financial responsibility
- Business owners and entrepreneurs making strategic decisions around growth, compensation, and long-term planning
- High-income and high-net-worth households seeking sophisticated, values-aligned guidance
What connects the people we support isn’t income level or net worth — it’s a desire to understand how the financial system works and to make decisions with intention, confidence, and clarity.
Client Experience
“I knew financial planning was important, especially as I neared retirement age, but it was a major stressor to me because I didn't understand the terms used, much less the strategies. That all changed about 10 years ago when I began working with Karla Ukman. She explains the mysteries of money and the market in ways I can understand and as they relate to my individual needs and goals. She welcomes questions and never makes me feel inadequate for asking them.” - Kerry S.
This statement is a testimonial by a client of the financial professional as of 06/04/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
FAQ: About Artemis Wealth Management
Visit our full FAQ page for answers to common questions about our approach, services, and what to expect.
Yes. Artemis Wealth Management is fully independent, meaning I am not tied to proprietary products or sales quotas. My recommendations are based solely on what aligns with your goals, values, and long-term financial strategy.
Yes. As a fiduciary, I am legally and ethically required to put your best interests first at all times. Every recommendation is based on what supports your financial well-being — not commissions, products, or outside incentives.
By combining financial advising, wealth planning, investment management, and behavioral coaching to give you a clear, strategic, and personalized path to building wealth.
We work through a structured planning process with regular check-ins, updated strategies, and ongoing support so you always understand your options and feel confident in every decision.
We serve clients nationwide, including women, first-generation wealth builders, marginalized communities, entrepreneurs, individuals in transition, and high-income and high-net-worth households seeking strategic, values-aligned financial guidance.
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