Financial Advisor in Highland Beach

Financial Advisor in Highland Beach

Highland Beach is home to affluent retirees, executives, and families who want a more thoughtful and coordinated approach to managing wealth. At Ulin & Co. Wealth Management, we provide disciplined investment management and comprehensive financial planning tailored to your goals, tax situation, and long-term priorities.

If you are searching for a financial advisor Highland Beach, whether for a second opinion or a more proactive long-term plan, we welcome the conversation.

Based in nearby Boca Raton for over two decades, we work with clients throughout Highland Beach and nationwide, with assets custodied at Charles Schwab and Fidelity. Our clients value clarity, responsiveness, and a long-term partnership with a firm that acts as their personal CFO and financial advocate.

Who We Work With

We advise:

Retirees and pre-retirees focused on income, withdrawals, and preserving wealth
Business owners and executives managing liquidity events or concentrated positions
Professionals seeking a more disciplined long-term investment approach
Multi-generational families coordinating estate and legacy planning

Many of our Highland Beach clients split time between Florida and the Northeast and want a plan that works across both.

What We Do

As a fee-based fiduciary advisor, we focus on:

Investment management using tax-aware portfolio strategies
Retirement income planning and sustainable withdrawal strategies
Tax coordination with your CPA to reduce long-term drag
Estate and legacy planning alongside your attorney
Risk management, including insurance and long-term care planning

We act as your financial quarterback so every part of your plan works together.

Why Clients in Highland Beach Choose Us

Clients in Highland Beach often come to us after:

Outgrowing a transactional advisor relationship
Selling a business or managing a large portfolio transition
Wanting a more proactive, coordinated financial plan
Needing a second opinion on investments or retirement strategy

Our role is to simplify complexity and provide a clear, long-term strategy.

If you’re looking for a financial advisor Highland Beach, we welcome the conversation.

Local Connection

Have $500K or more saved for retirement? Talk to Jon Ulin, CFP®, founder and Managing Principal at (561) 210-7887 to learn more about working with our firm and to schedule your no obligation consultation.

When working with clients in Highland Beach and surrounding areas, we focus on helping you feel confident about your financial future while protecting and growing your wealth over time.

As an affiliate of one of the top-ranked RIAs in the country, recognized by Barron’s and Forbes, we offer the strength of national resources alongside a personalized, boutique approach. As your personal CFO, we provide fee-based portfolio management and holistic planning aligned with Charles Schwab and Fidelity custodians and backed by a fiduciary standard.

Start Your Journey Today

📍 301 Yamato Road, Suite 3150, Boca Raton, FL 33431

📞 (561) 210-7887   |   🌐 ulinwealth.com

✔️ FAQ’s     ✔️ Services     ✔️ Bio’s 

Ulin & Co Wealth Management team Boca Raton

Work With a CERTIFIED FINANCIAL PLANNER™ 

The CFP® mark is the gold standard in personal finance, held by fewer than 100,000 U.S. professionals. Like a doctor or lawyer, CFP®s meet strict education and ethics standards to guide and protect your wealth.  View Jon Ulin’s CFP® Board profile