Financial Advisor in Wellington

Financial Advisor in Wellington

Wellington is known as the equestrian capital of the world, home to successful families, business owners, and seasonal residents who require a disciplined and coordinated approach to managing wealth. 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 Wellington, whether for a second opinion or a more structured long-term plan, we welcome the conversation.

Based in nearby Boca Raton for over two decades, we work with clients throughout Wellington and nationwide, with assets custodied at Charles Schwab and Fidelity. Our clients value discretion, responsiveness, and a long-term partnership with a firm that acts as their personal CFO and financial advocate.

Who We Work With

We advise:

Equestrian professionals and families with seasonal or global income
Business owners and entrepreneurs managing complex financial lives
Professionals and executives building and preserving long-term wealth
Families coordinating investments, taxes, and estate planning

Many of our Wellington clients split time between Florida and other major financial centers and require a plan that works across multiple jurisdictions and income streams.

What We Do

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

Investment management using diversified, tax-aware portfolios
Retirement planning and long-term wealth preservation
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 your financial strategy stays aligned across investments, income, and long-term goals.

Clients in Wellingt

Why Clients in Wellington Choose Us

on often come to us after:

Managing multiple income sources or complex financial structures
Experiencing a major financial transition or liquidity event
Wanting a more coordinated and proactive planning approach
Seeking a second opinion on portfolio strategy or long-term planning

Our role is to simplify complexity and provide a clear, disciplined plan.

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

Local Connection

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 Wellington and surrounding areas, we focus on helping you manage, preserve, and coordinate wealth across a dynamic and often global lifestyle.

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

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