Financial Advisor in West Palm Beach

Financial Advisor in West Palm Beach

West Palm Beach is home to a diverse group of professionals, retirees, and business owners who need 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 West Palm Beach, 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 West Palm 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:

Professionals and executives building and managing long-term wealth
Retirees and pre-retirees planning for income and financial independence
Business owners navigating growth, succession, or liquidity events
Families seeking a coordinated plan across investments, taxes, and estate planning

Many of our West Palm Beach clients want structure and clarity as their financial lives become more complex.

What We Do

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

Investment management using diversified, tax-aware portfolios
Retirement planning and sustainable income strategies
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 discipline and coordination so your financial decisions support your long-term goals.

Why Clients in West Palm Beach Choose Us

Clients in West Palm Beach often come to us after:

Outgrowing a transactional or product-focused advisor
Experiencing a major financial transition or life event
Wanting a more proactive and coordinated financial plan
Seeking a second opinion on investments or retirement strategy

Our role is to simplify complexity and provide a clear path forward.

If you’re looking for a financial advisor West Palm Beach, 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 West Palm Beach and surrounding areas, we focus on helping you build, manage, and protect wealth with a disciplined long-term strategy.

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