Financial Advisor Services

  • About

    Ulin & Co. Wealth Management is a trusted, independent financial advisor firm serving successful individuals, multi-generational families, retirees, entrepreneurs and business owners for over two decades in South Florida and across the country. 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 an independent approach to wealth management that helps minimize conflicts of interest. We partner with tw0 of the nation’s leading broker dealers, Charles Schwab and Fidelity to provide dynamic service in asset custody and management

    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 conserve wealth. We have established a reputation for accountability and clarity, and truly treat you like family. Please call (561) 210-7887 to meet with Jon Ulin, CFP®, CEO or complete our request form to get started today. Let us help you to Plan Your Best Life.®

    Portfolio Management        Retirement Income

    Advantages of Working with Our Financial Advisor Firm 

    Clients engage our firm because we strive to provide a personalized and comprehensive approach to working with them and their families at every step.  Can your broker provide the following value propositions?

    • Independent SEC Registered Investment Advisor (RIA) firm affiliate
    • Recognized CERTIFIED FINANCIAL PLANNER™ professional
    • Multi-custodial firm with Charles Schwab and Fidelity.
    • Your money is held by an independent custodian, not the advisor firm.
    • Customized financial advisor guidance based on your entire financial picture
    • A fee management structure that is simple to understand
    • A relationship that’s responsive, attentive, and personal
    • A fiduciary focus, putting your interests first

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    Ulin & Co partners with NewEdge advisors, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm supporting over 300 independent advisors. The company is a division of EdgeCo Holdings, LP, which collectively services over $170B through various business lines and family offices, headquartered from New Orleans down to Miami.

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    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

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    Every investor should ask questions

    Whether triggered by a life event or evolving goals, many people reach a point where they need more from their financial advisor. You may be asking yourself one of these questions:

    • Is my money in the right place?
    • Am I getting the attention I deserve?
    • Is my financial advisor always objective when making recommendations?

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

    Work with a CFP® pro

Meet Your Financial Management Team

  • Jon W. Ulin, CFP®, Managing Principal

    20+ Years in the Financial Service Industry

    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...

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    Jon W. Ulin, CFP®, Managing Principal

    20+ Years in the Financial Service Industry


    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 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. For over two decades he has worked over the years with many Fortune 500 regional high-tech locations such as IBM, Sprint and Microsoft, as well as with small businesses and municipalities to provide turn-key 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 family. 

    Professional Associations and affiliations

    -CFP® Professional: Active Status
    -Financial Planning Association 
    -Boca Raton Historical Society 
    -Boca Raton Chamber of Commerce
    -Temple Alumni Association 
    -IBM South Florida Quarter Century & Alumni Association
    -Congregation B’nai Israel 

    *Securities registrations: Series 66 held through NewEdge Advisors, LLC, a registered investment adviser. 
    *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 many national news and media outlets. 

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    Client Service Manager

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    Client Service Manager


  • Will Brand, CRCP® Chief Compliance Officer

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

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    Will Brand, CRCP® Chief Compliance Officer

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

  • Erin Corbett, Managing Director, Operations

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

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    Erin Corbett, Managing Director, Operations

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

  • Ryan Geschke, Director of Investments

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

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    Ryan Geschke, Director of Investments

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

  • Lauren Lehman, CFA®, CFP® Head of Portfolio Management

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

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    Lauren Lehman, CFA®, CFP® Head of Portfolio Management

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

  • Arianna Rodriguez, CIMA® Senior Portfolio Manager

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

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    Arianna Rodriguez, CIMA® Senior Portfolio Manager

    Business support through our Registered Investment Advisor (RIA), with NewEdge Advisors, LLC.

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