Jon W. Ulin
Financial Advisor and Wealth Management
Ulin & Co. Wealth Management’s founder and managing principal Jon Ulin, CFP®, guides clients through complex financial landscapes with a unique blend of expertise, education and empathy. For more than two decades, Ulin has served as the personal advisor and “CFO” for affluent individuals, multigenerational families, retirees, and business owners, empowering them to make well-informed decisions.
“We’re more than advisors — we’re advocates in our clients’ lives, helping them plan confidently through each milestone and life event,” Ulin explains. His work is rooted in fiduciary responsibility and a personal approach.
Ulin & Co. is an affiliate of NewEdge Advisors, ranked by Barron’s and Forbes among the nation’s top independent Registered Investment Advisor firms. His firm’s partnership with NewEdge Wealth provides sophisticated family office support and bespoke asset management to national business founders and entrepreneurs.
“Financial planning is about more than just products and numbers; it’s creating a blueprint tailored for each client,” Ulin says. “We lead with analysis and comprehensive planning to help get our clients’ “financial house” in order, while working as fee-based wealth managers with Charles Schwab and Fidelity custodians.”
Ulin’s unique role as both fiduciary advisor and wealth manager enables him to address every facet of clients’ financial lives — from retirement and tax strategies to insurance and estate planning. With quarterly meetings and 24/7 accessibility, Ulin and his team deliver peace of mind to clients.
“Managing your own investments can be time-consuming and overwhelming,” he adds. “Our role is to simplify, clarify and help clients align their resources with their values and goals.”
Ulin’s background as a Temple University alumnus and early experience in public accounting have shaped his approach to financial literacy and investing — a dedication reflected in his client educational events and Gain A Wealth of Insight® newsletter. His expertise, frequently featured in national media, has earned him a trusted reputation.
In a crowded field, Ulin & Co.’s independent, client-first approach sets it apart. The firm doesn’t just manage assets; it builds lasting relationships grounded in advocacy, providing clients with a trusted partner through every step of their financial journey. Ulin & Co. Wealth Management offers a no-obligation consultation to potential clients.
Ulin & Co. Wealth Management, 301 Yamato Road, Ste. 3150, Boca Raton, 561-210-7887, ulinwealth.com
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