Financial Advisor in Highland Beach

Financial Advisor in Highland Beach

Comprehensive wealth management and fiduciary guidance for successful retirees, families, executives, and business owners in Highland Beach and South Florida.

20+ Years Serving Clients | CFP® Professional | Independent Fiduciary | Charles Schwab & Fidelity Custody

Highland Beach is one of South Florida’s most exclusive coastal communities, known for its luxury oceanfront residences, private lifestyle, and affluent year-round and seasonal residents. Situated between Boca Raton and Delray Beach, Highland Beach attracts retirees, executives, business owners, and families seeking both financial security and a high quality of life.

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

If you are searching for a financial advisor in Highland Beach, whether for a second opinion or a more proactive long-term plan, we welcome the conversation.

Based in nearby Boca Raton for over two decades, we work with clients throughout Highland Beach 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:

• Retirees and pre-retirees focused on income, withdrawals, and preserving wealth
• Business owners and executives managing liquidity events or concentrated positions
• Professionals seeking a more disciplined long-term investment approach
• Multi-generational families coordinating estate and legacy planning

Many of our Highland Beach clients split time between Florida and the Northeast and want a plan that works across both.

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 planning alongside your attorney
• Risk management, including life and long term care insurance

We bring structure and discipline so every part of your financial life works together

Why Clients in Highland Beach Choose Us

Clients in Highland Beach often come to us after:

• Outgrowing a transactional advisor relationship
• Selling a business or managing a large portfolio transition
• Wanting a more proactive, coordinated financial plan
• Needing a second opinion on investments or retirement strategy

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

If you’re looking for a financial advisor Highland Beach, we welcome the conversation.

Local Connection

Highland Beach is one of Palm Beach County’s most desirable waterfront communities. Known for its low-density residential character, oceanfront condominiums, and scenic stretches of A1A, the town offers a level of privacy and tranquility rarely found elsewhere in South Florida. Its location between Boca Raton and Delray Beach provides convenient access to world-class dining, healthcare, culture, and business resources while maintaining a distinctly residential atmosphere.

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 Highland Beach and surrounding South Florida communities, we focus on helping you build, manage, and protect wealth with a disciplined long-term strategy aligned with your lifestyle, retirement goals, and legacy objectives.

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

✔️ FAQs     ✔️ Services     ✔️ Bios 

Ulin & Co Wealth Management team

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 as custodians while working with a fiduciary advisor for personalized investment management, retirement planning, tax coordination, and long-term financial guidance. Our South Florida-based firm serves 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