Financial Advisor in Boca Raton

Financial Advisor in Boca Raton

Boca Raton is one of South Florida’s premier destinations for affluent families, business owners, and professionals seeking a disciplined and coordinated approach to managing wealth. From its strong corporate presence to its growing role in technology, finance, and entrepreneurship, Boca has evolved into a hub for individuals with increasingly complex financial lives.

At Ulin & Co. Wealth Management, we provide investment management and comprehensive financial planning tailored to your goals, tax situation, and long-term strategy.

If you are searching for a financial advisor Boca Raton, whether for a second opinion or a more structured long-term plan, we welcome the conversation.

As a Boca Raton-based firm for over two decades, we work with clients locally and nationwide, with assets custodied at Charles Schwab and Fidelity. Our clients value clarity, responsiveness, and a long-term partnership with a firm that acts as their personal CFO and financial advocate.

Who We Work With

We advise:

Business owners and entrepreneurs managing growth, liquidity events, and complex balance sheets
Executives and professionals in technology, finance, and corporate leadership roles
Retirees and pre-retirees planning for income, taxes, and long-term financial independence
Multi-generational families coordinating investment, estate, and legacy planning

Many of our Boca Raton clients are navigating significant financial decisions and want a more disciplined, coordinated strategy.

What We Do

As a fee-based fiduciary advisor, we focus on:

Investment management using diversified, tax-aware portfolio strategies
Retirement planning and sustainable income design
Tax coordination with your CPA to improve after-tax outcomes
Estate and legacy planning alongside your attorney
Risk management, including insurance and asset protection
We bring structure and discipline so every part of your financial life works together.

Our Private Client Group offers family office strategies and customized portfolio management for high-net-worth families, executives, and business owners

Why Clients in Boca Raton Choose Us

Clients in Boca Raton often come to us after:

Outgrowing a transactional or product-driven advisor
Experiencing a major income increase, business exit, or liquidity event
Wanting a more proactive and coordinated financial plan
Seeking a second opinion on a complex portfolio

Our role is to simplify complexity and provide a clear, long-term strategy.

If you’re looking for a financial advisor Boca Raton, we welcome the conversation.

Local Connection

Boca Raton remains a significant corporate and technology hub, home to companies such as ADT, SBA Communications, ODP Corporation, and a growing ecosystem of technology and financial firms. From its roots as the birthplace of the personal computer from IBM to its current role in emerging sectors like fintech and quantum computing, the city continues to attract high-level talent and capital.

Have $500K or more saved for retirement? Talk to Jon Ulin, CFP®, founder and Managing Principal at (561) 210-7887 to learn more about working with our firm and to schedule your no obligation consultation.

When working with clients in Boca Raton, Delray Beach, Highland beach, and surrounding communities in South Florida, we focus on helping you build, manage, and protect wealth with a disciplined long-term strategy aligned with your lifestyle and financial goals.

As an affiliate of one of the top-ranked RIAs in the country, recognized by Barron’s and Forbes, we offer the strength of national 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.

Start Your Journey Today

📍 301 Yamato Road, Suite 3150, Boca Raton, FL 33431

📞 (561) 210-7887   |   🌐 ulinwealth.com

✔️ FAQ’s     ✔️ Services     ✔️ Bio’s 

Ulin & Co Wealth Management team Boca Raton

FAQ: Do I need a local financial advisor if my accounts are at Schwab or Fidelity?

A: Not necessarily. Many investors use Charles Schwab or Fidelity for custody while still working with a local fiduciary advisor for personalized investment management, retirement planning, tax coordination, and long-term financial guidance. Our Boca Raton-based firm works with clients both locally and nationwide.

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