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  • Plan Your Best Life™

    Ulin & Co. Wealth Management is a trusted, independent, SEC Registered Investment Advisor serving affluent families, individuals, retirees, corporate executives and business owners for over 15 years. We serve as your personal “CFO” and financial advocate to help you achieve and maintain financial independence for the long run.

    Our firm offers the counsel and resources essential to handle complex matters that align with the multi-generational goals of each client. We provide fee-based portfolio management and financial planning expertise, which includes retirement income, tax, insurance and estate planning strategies.

    As a fiduciary, Ulin & Co. brings a fiercely independent approach to wealth management that helps minimize potential conflicts of interest. We partner with three of the nation’s leading broker dealers, Charles Schwab, Fidelity and Pershing to provide dynamic service in asset custody, trading and research.

    Founded on traditional values, our firm works as hard to build trust and long-lasting relationships with our clients as we do to manage and create wealth. We have established a reputation for accountability and clarity, and truly treat you like family. Please call Jon W. Ulin, CERTIFIED FINANCIAL PLANNER™, Managing Principal at (561) 210-7887 or complete the form below to get started today. We have convenient locations to meet in Boca Raton, Fort Lauderdale or West Palm Beach.

    *Charles Schwab, Fidelity & Pershing are separate entities from Ulin & Co. and IFP Securities, LLC.

    Your Vision. Our Guidance.

    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. Can your broker provide these value propositions?

    • National Independent Broker-Dealer Access? YES! √
    • SEC Registered Investment Advisor Firm? YES! √
    • Fee-Based Money 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 and Terminex. We work with many technology executives, CFO’s, entrepreneurs, business owners, city/state retirees, teachers and medical professionals.  Note: Ulin & Co. is not affiliated with  companies noted in this list.

     

    Don’t be just a number!

    To paraphrase a brilliant maxim, “Before you can know or judge someone, you must first walk a mile in his or her shoes.”  You must understand their experiences, challenges and thought processes. Our team members truly focus on listening to your goals and concerns while always sitting on the same side of the table as you. – Jon Ulin, CFP®, CEO

     

    Meet Benjamin Ulin, our fearless Boston Terrier. Born on May 5th 2018, Ben is in charge of overseeing branch and home security operations. 

    “If you want to go fast, go alone. If you want to go far, go together.” —African Proverb

Meet Your Financial Management Team

  • Jon W. Ulin, CFP®

    CERTIFIED FINANCIAL PLANNER™ Managing Principal

    Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Wealth Management. Jon graduated Cum Laude with a BBA in Accounting and Finance from Temple University to then work in...

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    Jon W. Ulin, CFP®

    CERTIFIED FINANCIAL PLANNER™ Managing Principal


    Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Wealth Management. Jon graduated Cum Laude with a BBA in Accounting and Finance from Temple University to then work in Public Accounting. After establishing our firm in 2002 through a national Broker-Dealer, Jon transitioned Ulin & Co. to the independent Hybrid-RIA channel in 2009 as an affiliate of Independent Financial Partners.

    As an advocate for financial wellness and education, Jon is a sought-after speaker for both community and corporate events and is often quoted by national news and media outlets. He has worked over the years with many Fortune 500 regional locations as well as with businesses and municipalities to provide turn-key benefits, retirement, investment and personal finance workshops as part of our Work-site Financial-Ed (WFE) services.

    Jon works primarily as a ‘fee-based’ investment advisor and is responsible for all aspects of our clients’ financial planning and portfolio management services while aligning our firm with three of the nation’s independent leading broker dealers, Charles Schwab, Fidelity and Pershing to provide dynamic service in asset custody, trading and research.

    Growing up in Philadelphia and putting himself through college, the American values of hard work, loyalty and integrity were ingrained in Jon from an early age. Ulin & Co. is rooted in these values by providing exceptional service and advice at every step. Jon has helped guide many boomer and retired clients and their families through bull and bear markets as well as through major life events to help them pursue their financial goals and independence with confidence.

    Jon leads a very active and healthy lifestyle and enjoys golf, running and circuit training. He resides in Boca Raton, Florida with his wife, Erin.

    Professional Associations and affiliations

    -CFP® Professional: Active Status
    -Financial Planning Association – Planner Search (FPA)
    -Human Resource Association of Palm Beach County (HRPBC)
    -Society for Human Resource Management (SHRM)
    -Boca Raton Historical Society (BRHS)
    -Temple Alumni Association (TU)

    *Securities registrations: Series 7 & Series 66 held through IFP Securities, LLC

    How Jon Benefits You

    Jon provides strategic direction for the firm and is the public face of Ulin & Co. Wealth Management. He is responsible for all aspects of our clients’ portfolio management and financial planning services. As a business owner and entrepreneur, Jon is committed to innovation, market research, cutting edge technology, ongoing learning and creating life-long client relationships.

    Mr. Ulin creates and runs continual educational events for our clients, publishes a monthly newsletter “A Wealth of Insight®” and produced the Mastering Your Wealth® radio show, which aired mornings across South Florida on multiple FM and AM channels through the beginning of 2019.

  • Violeta Wagner

    Client Service Manager

    Violeta holds her NASD Series 7,6 & 63 Licenses and brings over 25 years of experience to Ulin & Co. with an extensive background in financial services, banking and administration.

    ...

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    Violeta Wagner

    Client Service Manager


    Violeta holds her NASD Series 7,6 & 63 Licenses and brings over 25 years of experience to Ulin & Co. with an extensive background in financial services, banking and administration.

    Fluent in Russian and Spanish, Violeta attended Madrid University in Spain as well as St. Francis College, Brooklyn NY where she completed her B.S. in Business Management.

    Violeta has worked for many high-profile banks and organizations. Her most notable achievement was working as Vice President and Banking Advisor for Bank of America- Merrill Lynch Wealth Management division for 20 years, where she delivered comprehensive financial solutions from cash management to structured, residential and securities-based lending products to individual and commercial clientele on both domestic and international platforms.

    An integral part of Ulin & Co., Violeta’s responsibilities include branch operations and administration, as well as working directly with our advisors, clients and broker-dealer custodians to help facilitate our work and client requests in an efficient and effective manner. Violeta happily resides in Boca Raton with her husband and family.

  • Joyce Robinson

    Branch Operations

    Joyce brings 25+ years of experience in administration, operations, finance, management and customer service skills to Ulin & Co. She has worked many high profile jobs from Mahoney Cohen Accounting and Champion...

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    Joyce Robinson

    Branch Operations


    Joyce brings 25+ years of experience in administration, operations, finance, management and customer service skills to Ulin & Co. She has worked many high profile jobs from Mahoney Cohen Accounting and Champion Computer (IBM affiliate) to coordinating operations, payroll and HR for companies with 100+ employees.

    Joyce’s responsibilities include managing branch bookkeeping, reconciliations, payroll and other operational responsibilities.

     

  • Aaron Gillman, CFP®, CFA

    Chief Investment Officer

    Aaron serves as the Chief Investment Officer for Independent Financial Partners and is President of IFP Wealth Management. As the head of the IFP Investment Advisory Committee, Aaron leads the IFP research team in...

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    Aaron Gillman, CFP®, CFA

    Chief Investment Officer


    Aaron serves as the Chief Investment Officer for Independent Financial Partners and is President of IFP Wealth Management. As the head of the IFP Investment Advisory Committee, Aaron leads the IFP research team in conducting ongoing analytical economic, market and investment research and due diligence, along with providing sophisticated portfolio construction and management resources for affiliated financial advisors and their clients. Aaron earned his Bachelor’s degree in Finance from the University of Florida.

  • William Hamm, CFP®, CFA, CLU

    CEO of IFP

    Bill is CEO and founder of Independent Financial Partners (IFP). Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the...

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    William Hamm, CFP®, CFA, CLU

    CEO of IFP


    Bill is CEO and founder of Independent Financial Partners (IFP). Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 advisors operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation.

    Growing from 10 advisors in 2000 to over 500 nationwide, IFP was recognized in by Forbes in 2013 and ranked as one of the “Top 50 Wealth Managers in the Nation.” What has most significantly contributed to this growth is Bill’s philosophy that the advisor comes first, and you can see this focus weaved into the entire fabric of the IFP value proposition.

    Bill holds a bachelor’s degree in Economics from the University of Florida (UF) and earned his master’s in Financial Services from the American College in Pennsylvania. He also holds a Bachelor’s degree in Business Administration with majors in Accounting and Finance from the University of South Florida.

Ready to take the next step? Contact us to get started today!