Doctor Wealth Management

  • Doctor Wealth Management & Planning

    Ulin & Co. provides an integrated and sophisticated approach for medical and dental professionals as part of our Doctor Wealth Management and Financial Planning services. We partner with Charles Schwab, Fidelity and Pershing to provide dynamic service in asset custody, service and management.

    Our advisor team led by Jon Ulin, CFP®, Managing Principal can help to reduce stress while saving you time and energy to get your “financial house” in order between your business assets, personal assets, retirement and legacy goals.

    Call (561) 210-7887 for a no-obligation consultation to learn more about our firm and how we can help you achieve and maintain financial independence.  


    Get your guide

    If you are 10 years or less from retirement, download the Guide to Retirement Income that covers our top 7  strategies to retire on your terms. What is your retirement paycheck strategy? Living for 20 or 30 years without a paycheck should include a long-term approach to build up required assets during your working years, to then “flip the switch” over to a pension-like “income for life” plan that is repeatable and keeps up with inflation and taxes over time.


    Working with Us:

    As equity business owners of our own independent firm and not not a subsidiary of a financial conglomerate, we acutely understand the challenge it takes to balance the time and attention between seeing patients, dealing with vendors and employees, addressing piles of paperwork, running a practice and spending time with family – all while putting appropriate financial plan in place.

    Pandemic risks and protocols, shorter average career lengths, longer hours, narrowing margins, managed care reimbursement cutbacks, changes in the health care laws and an extremely litigious society – are just some of the critical factors that must be addressed when creating wealth and asset protection plans for medical professionals.

    Learn how to use corporate assets to address your goals, help protect your sweat-equity and to develop a tax-wise retirement plan after you exit your practice.  We take the time and complexity of small business financial services consulting off the table – to allow you to focus on what is most important: servicing your clients and spending time with your family.


    Key areas of your plan:

    • Business Financial Planning
    • Personal Wealth Management
    • Retirement Planning
    • Business Succession and Continuity Planning
    • Disability Insurance
    • Key Person Protection Life Insurance
    • Cash Management Services
    • Business overhead insurance
    • IRA & 401K based Retirement Plan Consulting

    Learn more:

    Wealth Management        About Us


    Why utilize an independent advisor 

    Independent Registered Investment Advisor (RIA) firms provide personalized financial advice to their clients, many of whom have complex financial needs. Because advisors at these firms are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.

    Key benefits 

    Many independent advisory firms are owned by the individual advisors who run them , so they forge personal relationships with their clients.  The following five areas can help add trust, confidence and value when working with an independent advisor and firm: 

    -Customized guidance based on your entire financial picture.
    -A relationship that’s responsive, attentive, and personal.
    -A fee structure that is simple and transparent.
    -A high level of expertise to support your complex financial needs.
    -Your money is held by an independent custodian, not the advisor firm.





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