FAQ

  • Our FAQ’s

    We believe that being independent is the only way to provide truly objective and trusted advice while working with a fiduciary focus. 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.

    INDEPENDENT FINANCIAL PARTNERS (IFP)

    Ulin & Co. Wealth Management has partnered with Independent Financial Partners (IFP), which has a Registered Investment Advisor (RIA) and independent broker/dealer headquartered in Tampa, Florida. IFP supports a national network of independent financial advisors by providing branch operational services and oversight. Along with IFP, our firm strives to hold ourselves to the fiduciary standard with every aspect of our business, free from proprietary products, sales goals or conflicts of interest. Many financial professionals in the industry cannot provide objective advice -just based on their employer relationship and how they charge for their services.

    INFORMATION SAFEGUARDING

    Ulin & Co. Wealth Management does not hold our clients’ assets. Your portfolio will be maintained at one of our partner broker-dealer firms that acts as a qualified account custodian. Your account custodian will provide you 24/7 online account access, check writing, periodic account statements, trade confirmations and tax reports. We supplement these reports with our customized performance and holdings reports.
    We believe that being independent is the only way to provide objective and trusted advice while working with a fiduciary focus. You deserve to know how we operate so you can make an informed decision about working with us.

    CERTIFIED FINANCIAL PLANNER™ (CFP®)

    When hiring an advisor, there are only a few accredited designations you should look for. Most people think all financial planners are “Certified,” but this is not true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the national certification and renewal requirements of the CFP® Board can display the CFP® marks, which represent a high level of competency, ethics and professionalism. CERTIFIED FINANCIAL PLANNER™ practitioners are required to put your interests above their own while providing their services as a fiduciary.

    STRATEGIC PORTFOLIO MANAGEMENT (SPM)

    Ulin & Co. Wealth Management offers clients the opportunity to work on a fee basis utilizing our Strategic Portfolio Management Program with asset custody through Charles Schwab, Fidelity or Pershing. Working as ”fee-based” advisors allows us to offer objective investment advice while aligning our goals with our clients’ goals-growing their assets. Through our fee-only program, we are able to adjust your investment portfolio without requiring you to pay commissions. Most importantly, since annual fees are based on total assets under management, our compensation is tied directly to the performance of your accounts, thereby helping to reduce conflicts of interest. Our account minimum to get started is $250K.

    FINANCIAL PLANNING

    Ulin & Co. offers financial planning as a separate and distinct service and fee from our wealth management programs. Utilizing our Plan Your Best Life® system, we help clients to “de-clutter” their financial life with their own “cloud-based” platform while providing sophisticated strategies regarding their household cash flow, investments, retirement goals, insurance planning, employee benefits, stock programs, estate planning, tax strategies, life events and more.

    PRODUCT CHOICES

    Ulin & Co. Wealth Management offers life, disability and long-term care insurance quotes and products from many top-rated insurance companies. We also provide access to annuities, brokered CD’s, Unit Trusts and alternative investment products. Within our “fee-based” management programs we utilize diligently screened investments which include a vast universe of individual stocks, bonds, no-load mutual funds, index funds, ETF’s, municipals, liquid REITS, options, fund of hedge funds, managed futures and liquid alternative investments.

    EXCEPTIONAL SERVICE

    We believe in the simple principle that knowledge leads to enhanced financial well-being, confidence and improved overall quality of life. Our core focus is to advise and educate our clients in a healthy and relaxed atmosphere. Our firm strives to provide exceptional personal service at every interaction. We provide our clients with seamless concierge-level services-including comprehensive planning, cloud-based financial portal access, monthly phone calls, quarterly in-person portfolio reviews, financial newsletters and communication as well as invitations to both educational and client appreciation events.

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!