Get Started

  • Get Started!

    We believe that being independent is the only way to provide truly objective and trusted advice. When looking for a wealth management firm, you deserve to know how we operate so you can make an informed decision about working with us. – Jon Ulin, CFP®, CEO

    First Contact

    Before you schedule your first meeting we ask that you invest 10 to 15 minutes of your time on a preliminary phone call with our office.  This call will allow us to begin to assess how we may be of help to you.  We will also be able to determine if there are any special items that you may wish to prepare for our first meeting.  Simply send us an e-mail to  [email protected], or call us at (561) 210-7887 and one of our team members will schedule a preliminary phone consultation.

    Schedule an Introductory Meeting

    Your initial meeting is designed to provide you with a clear understanding of Ulin & Co., how we work for you, and how we may be of service to you.  Most importantly, this meeting is designed to explore your present financial situation and clarify your concerns and what you hope to accomplish through a relationship with our firm.

    We encourage you to ask any and all questions about our branch, team, licensing, affiliations, expertise, technology, products, fees and our investment philosophy.  In addition, we will demonstrate many of the protocols, services and tools we can use to help you work toward accomplishing your financial goals.

    Determine Your Services

    Ulin & Co. utilizes our fee-based Strategic Portfolio Management Program as our core wealth advisory service. Our firm partners with Charles Schwab, Fidelity and Pershing to provide our clients with dynamic service in asset custody and management. If you want to take everything to a much higher level, we offer comprehensive financial planning as a separate fee and advice-based service.  We also provide access to a complete selection of brokerage, alternative investments, annuity and insurance products.

    Retain Us: Account Set Up

    We will meet to gather your personal information, complete a risk tolerance profile and to open up your investment accounts with your selected custodian.  Once we get started, a Financial Advisor at Ulin & Co. will be designated as your Investment Advisor Representative (IAR) and dedicated account manager. Our firm does not take custody of client assets. We simply advise on your accounts, place trades and request changes on your behalf at your selected broker-dealer.

    It typically takes about 7- 10 business days from our initial meeting to open your new accounts at and transfer over your existing business.  Most account transfers are wired over exactly as you are currently positioned (with nominal costs) before making any changes.  You will gain immediate 24/7 on-line account access to view your account balances, along with related custodian features and check-writing privileges.

    Staying on Course

    Utilizing our Private Wealth Management review and tracking process, we will be able to create a comprehensive wealth program that will allow you to gain control over your investments and finances – while providing us the ability to easily review your progress on a regular basis.

    Because your journey is ever-changing, we will provide you with quarterly service meetings, financial newsletters, educational events and weekly updates on our social media sites – to keep you up to date on our market outlook, your results and to answer any of your questions.  This ongoing approach to advice, organization and planning allows us to work together to quickly analyze and make the necessary changes to your strategies as your needs change.

    Joining Ulin & Co. means establishing a relationship with a firm who addresses your needs and works diligently on your behalf.  From generation to generation, we’ve established a reputation for accountability and clarity, and truly treat you like family.  You’ll know where your money is and what it’s doing for you.  Thank you for considering our firm for your wealth management and planning services.

     

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 in Philadelphia. After establishing our firm in 2002 in Boca Raton 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 high-tech 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.

    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 striving to provide 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, daughter Skylar and Benjamin, their Boston Terrier.

    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)
    -IBM South Florida Alumni Association

    *Securities registrations: Series 7 & Series 66 held through IFP Securities, LLC
    *Life & Health Insurance Licensed

    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.

    Community & News

    Mr. Ulin creates and runs educational events through our Worksite Financial Ed programs, publishes a weekly newsletter “Gain A Wealth of Insight®” and produced the Mastering Your Wealth® morning radio show. Jon is frequently interviewed by national news outlets and has been quoted by CNBC, US News & World Report, Investment News, NY Post, Money, Time, Bloomberg, USA Today, MarketWatch, Barrons, The Street, Washington Post, MSN and the Wall Street Journal. Visit our media center.

  • Jakub Novak

    Manager, Client Services, IFP   

    With more than 7 years of progressive experience supporting financial investment operations and client servicing areas, we are delighted to have Jakub assist with our dedicated support to clients. He has a BA in Finance...

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    Jakub Novak

    Manager, Client Services, IFP   


    With more than 7 years of progressive experience supporting financial investment operations and client servicing areas, we are delighted to have Jakub assist with our dedicated support to clients. He has a BA in Finance from the University of Florida.

    Jakub’s responsibilities include managing Independent Financial Partners client services team, while working directly with our firm’s clients, advisors and broker-dealer custodians to help facilitate our work at all levels in a transparent and effective manner.

     *Mr. Novak is an employee of Independent Financial Partners & not affiliated with Ulin & Co Wealth Management.

  • 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 several jobs from Mahoney Cohen Accounting and Champion Computer (IBM...

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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 several 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 financial advisors and their clients. Aaron earned his Bachelor’s degree in Finance from the University of Florida. *Not an employee of Ulin & Co. Wealth Management

     

  • 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 by 2018, 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. *Not an employee of Ulin & Co. Wealth Management

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