Planning for Business Owners

Small Business

Planning for business owners navigating growth, retirement, and exit decisions.

Business owners face decisions that impact both their company and their personal balance sheet. Cash flow, retirement plans, risk management, succession, and exit strategy all intersect. We help business owners connect those moving parts into a single, coordinated plan.

For the past two decades, Ulin & Co. Wealth Management provides small businesses, corporations and organizations with customized planning advice, combined with access to a robust platform of turn-key retirement plan, insurance and investing products and solutions for business owners, key employees and employee benefits programs. 

As a fiduciary, Ulin & Co. brings an independent approach to wealth management that helps minimize conflicts of interest. We partner with Charles Schwab,and  Fidelity to provide dynamic service in asset custody and management, along with a scalable approach. 

Start a Business Planning Conversation! Call (561) 210-7887 to set up an no-obligation consultation with Jon W. Ulin, CFP®, Managing Principal.  

✔️ FAQ’s     ✔️ Services     ✔️ Bio’s 

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Small Business Solutions:

A sound business plan provides a roadmap from which to operate, while helping to connect the dots between your corporate and personal assets and goals. 

Our firm can provide your business or organization with a comprehensive approach to business planning while coordinating advice with your financial team (attorneys, CPAs, benefits, board.) We can also help design, propose and provide group-based insurance, retirement and or education plans-  as part of your employee benefits programs. 

Our small business services are designed to help owners make confident decisions across growth, employee benefits, risk, and long-term exit planning.

Our services include the following: 

✔️Retirement Plan Consulting

*IRA and 401(k) plan design and consulting
*Small business retirement plan setup and ongoing review
*Cash Balance Plans 

✔️Succession & Exit Strategies

*Business succession planning
*Business exit planning and transition execution

✔️Key person life insurance and executive protection strategies
*Business continuity planning (Cross purchase buy/sell agreement)
*Business overhead insurance (disability)

✔️Executive-Level Services

*Executive compensation and benefits planning
*Non-qualified deferred compensation plans

✔️Family Office Management 

*Integrated planning and oversight for families facing eight-figure balance sheet decisions, coordinating investments, liquidity events, tax strategy, estate planning, and long-term family goals under a single advisory framework.

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What Sets Us Apart 

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

Can your broker provide all the following values? The stakes are too high to accept anything less. 

• Independent SEC Registered Investment Advisor (RIA) firm affiliate
• Recognized CERTIFIED FINANCIAL PLANNER™ professional
• Multi-custodial firm with Charles Schwab and Fidelity.
• Your money is held by an independent custodian, not the advisor firm.
• Customized guidance based on your entire financial picture
• A fee management structure that is simple to understand
• A relationship that’s responsive, attentive, and personal
• A fiduciary focus, putting your interests first

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Our Network of Strength

As part of NewEdge Advisors, a division of NewEdge Capital Group, we’re backed by a Barron’s Top 100 RIA and Forbes’ America’s Top RIA financial advisor Firm supporting over 300 independent financial advisors nationwide. This affiliation allows us to provide cutting-edge tools and resources while maintaining our independence for every client relationship.

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Why Independence Matters: 

Independent Registered Investment Advisor (RIA) firms are mostly owner/operated as small businesses themselves.  They 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, RIA’s 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.

Google Reviews

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Get to Know our Boca Raton Wealth Firm in 90 Seconds

More Than Investing-Your Fiduciary Partner for the Long Run.

Our goal is simple: to help you live the life you envision—with clarity, confidence, and care. Most clients work with us for decades. Our average client tenure is over 15 years. We’ve also earned 20 five-star reviews on Google, reflecting our ongoing commitment to trust, transparency, and long-term results. Whether you’re a do-it-yourself investor,  or simply looking for a second opinion, it starts with one conversation. Let’s explore how we can help you simplify, grow, and protect your wealth.   

📍 Visit our Boca Raton wealth management firm at 301 Yamato Road, Suite 3150 — or schedule a Zoom consult. Call today: (561) 210-7887.

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Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Ulin & Co. Wealth Management & NewEdge Capital Group, LLC are not affiliated entities. Learn More.