Get Started – Your Financial Life, Aligned
For over two decades, Ulin & Co. Wealth Management has been a trusted, independent financial advisor and wealth advisory firm in Boca Raton, helping successful families, business owners, professionals, and retirees nationwide navigate life’s financial complexities with clarity and confidence.
As an affiliate of one of the top-ranked RIAs in the country, recognized by Barron’s and Forbes, we offer the strength of industry-leading 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.
What we deliver:
✔️ Personalized investment management
✔️ Retirement income & tax planning
✔️ Risk management & asset protection
✔️ Estate & multigenerational legacy strategies
✔️ Family Office Services & business exit planning
Let’s help you feel more confident about your financial future and create a plan to support the retirement and legacy you’ve worked hard to achieve. 💡 Have $500K or more saved for retirement? Let’s talk about what’s next
Start Your Journey Today
📍 301 Yamato Road, Suite 3150, Boca Raton, FL 33431
📞 (561) 210-7887 | 🌐 ulinwealth.com
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About Ulin & Co. Wealth Management
After 20+ years of guiding clients through bull markets, recessions, and life’s biggest transitions, we’ve learned this: personalized, fiduciary planning is what builds confidence — and peace of mind.
We’re an independent fiduciary firm built for people who want something better than a big-box, boilerplate experience.
Since 2002, Ulin & Co. Wealth Management has helped clients plan their best lives through tailored investment strategies and advanced financial planning — all delivered with white-glove service and modern tools to make your experience seamless and transparent.
We are proud to partner with NewEdge Advisors, part of NewEdge Capital Group — a Barron’s Top 100 RIA and Forbes’ Top RIA Firm — supporting over 300 elite independent advisors nationwide.
Grounded in traditional values, we build long-term relationships based on trust, clarity, and care. We are in this for the long-game, often working with two and three generations of the same family. We truly treat you like family — and we’re here when it matters most.
Family Office
For ultra-high-net-worth national business founders, entrepreneurs, athletes, and institutional clients with $10M or more in savings, Ulin & Co. Wealth Management’s Family Office offers bespoke asset management and multi-family office services tailored to your unique needs.
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Comprehensive Strategies for Business Transitions and Growth: Whether you’re navigating a business exit, capital raise, or seeking asset-based financing, we provide strategic guidance and connect you with trusted financial partners to ensure a seamless transition and long-term success.
Visit our Family Office Management Page to learn more. —From multigenerational wealth transfer to philanthropic legacy planning, we help you chart a course for lasting impact.
🔹 Why Clients Choose Ulin & Co. Wealth Management
Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients. The following areas can help add trust, confidence and value when working with an independent advisor and firm.
Can your broker provide all the following value propositions? The stakes are too high to accept anything less.
✅ Independent SEC RIA
✅ CFP® Credentialed Advisors
✅ Multi-Family Office Expertise
✅ Custody with Schwab & Fidelity
✅ Transparent Fee-Based Structure
✅ Personalized & Responsive Relationships
✅ Fiduciary Commitment — Always in Your Best Interest
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Get to Know our Boca Raton Wealth Firm in 90 Seconds
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Three Step Wealth Strategy Process
Begin your journey with clarity and purpose.
We know wealth management and planning can feel overwhelming, so we’ve built a simple three step process that’s personal and entirely on your terms to get started.
✨ 1. DISCOVERY MEETING
We begin with a complimentary consultation — in person or by Zoom — to explore your goals, concerns, and what financial independence looks like to you.
📊 2. PERSONALIZED WEALTH STRATEGY BLUEPRINT™
We deliver a six-step customized Wealth Blueprint™ including portfolio diagnostics, retirement income strategies, tax optimization, estate and legacy planning, cash flow and debt management, as well as protection planning, all tailored to your unique situation.
🤝 3. IMPLEMENTATION & ONGOING ADVICE
If you move forward, we’ll put your plan into action, track progress, and make adjustments as needed. You’ll stay connected through regular reviews, direct access to our team, exclusive client events, and curated newsletter market and planning insights to keep you informed and confident in your decisions.
📞 Ready when you are —
Schedule Your Consultation
Find Us Online
🔗 Connect with Jon Ulin, CFP® on LinkedIn
🔗 Visit our Face Book Business Page
Financial Guides
1 Top 13 Questions When Selecting a Financial Advisor
2 Why You Need a Financial Advisor: Five Tips for Finding the Right One
3. The Power of Financial Advisor Partnerships
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
More Than Investing-Your Fiduciary Partner for the Long Run.
Our goal is simple: to help you live the life you envision—with clarity, confidence, and care. Most clients work with us for decades. Our average client tenure is over 15 years. We’ve also earned 15 five-star reviews on Google, reflecting our ongoing commitment to trust, transparency, and long-term results. Whether you’re a do-it-yourself investor, or simply looking for a second opinion, it starts with one conversation. Let’s explore how we can help you simplify, grow, and protect your wealth.
📍 Visit our Boca Raton wealth management firm at 301 Yamato Road, Suite 3150 — or schedule a Zoom consult. Call today: (561) 210-7887.
**Barron’s rankings awarded in September 2024 based on prior 12-month data. Forbes/Shook rankings awarded in October 2024 based on data from 2024. NewEdge Capital Group is the award recipient. Ulin & Co. and NewEdge Capital Group, LLC are not affiliated entities. Learn More.