Ulin & Co. is a trusted, independent, SEC Registered Investment Advisor and branch of LPL Financial serving affluent families, business owners, corporate executives and retirees for over 15 years.
Our firm provides fee-based portfolio management and financial planning expertise, which includes retirement income, tax, insurance and estate planning strategies that align with your unique needs, goals and vision for your financial future.
As a fiduciary, we bring a fiercely independent approach to wealth management that helps to avoid potential conflicts which exist at major firms. Ulin & Co. partners with two of the nation’s leading broker dealers, *LPL Financial and Charles Schwab to provide our clients dynamic service in asset custody, trading, research and reporting.
Every day we work as hard to build trust and long-lasting relationships with our clients as we do to manage and help create wealth. We serve as your personal “CFO” and financial advocate to help grow, conserve and transfer wealth before and during your retirement years.
Is your money working hard for you? It’s never too late to take the first step or to get a second opinion. Call (561) 210-7887 to schedule a free portfolio risk-analysis and retirement income review with Jon Ulin, CFP®, Managing Principal. We have convenient locations to meet in Boca Raton, Fort Lauderdale and West Palm Beach.
Note: U&CO is an affiliate of Independent Financial Partners (IFP) which is multi-custodial RIA with more than 500 advisors, nearly $5 billion in assets under management and over $32 billion in assets under advisement as of December 31, 2016. IFP was recognized in 2013 by Forbes and ranked as one of the “Top 50 Wealth Managers in the United States”
Charles Schwab is a separate entity from Ulin & Co., IFP and LPL Financial.
Gain a wealth of insight!™
Don’t Be Just a Number!
The most significant issue clients have today about their relationship with their Financial Advisor is that they feel like a number. Experience the difference of working with an accredited advisor and experienced team that truly cares about what matter most to you and your family.
It’s never too late to take the first step or get a second opinion. Contact Us today for a complementary investment check-up and we will be in touch shortly. We have convenient locations to meet in Boca Raton, Fort Lauderdale or West Palm Beach.
Ulin & Co: Modern Investing, Traditional Approach
In today’s challenging post-recession economy, clients engage our firm because they expect nothing less than sound investment expertise, knowledgeable retirement counseling and exceptional service, every step of the way.
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Fee-Based Portfolio Management? YES! √
-Recognized CFP® professional? YES! √
-Retirement Income Planning? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!
About Our Clients:
Our clients include current & retired executives & employees from IBM, Citrix, Microsoft LATAM, Motorola, Office Depot, Tyco, ADT, Jarden, DHL,CVS, fiserve, Nuance, Kaba Benzing, Ericsson, Seimens & Sprint to name a few. We also work with many city/state retirees, teachers, medical professionals and business owners._______________________
Join our team!
Whether you are seeking to join an independent RIA branch or sell your practice, we would love to hear from you.