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

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
  
 
 Ian Goldbaum 
 
07/05/2026
 
 
  
I have worked with Jon Ulin, CFP, and his team at Ulin & Co. Wealth Management in Boca Raton for nearly 10 years. After decades running my own medical practice, I value consistency and accountability. Jon and his team deliver that in every interaction. Markets have had their ups and downs, but his disciplined approach has produced steady results and peace of mind. As I approach retirement, having a trusted fiduciary focused on long-term outcomes, risk management, and comprehensive planning has been critical. I highly recommend Jon and his team to anyone seeking an experienced, independent wealth management firm in Boca Dr Ian
  
 
  
 
 
 
 Posted on Google  
  
 
 vpiorro 
 
04/05/2026
 
 
  
We’ve been with Jon and his team since we met shortly after we moved to South Florida in late 1998. Since then, he has managed a significant portion of our financial portfolio and in the process, we’ve built a solid professional relationship with complete trust and confidence in his management of much of our financial assets. So much so that when I retired from the corporate world in 2017, we placed the majority of the remaining portfolio under his management with total confidence. We freely recommend Jon’s services whenever the opportunity arises and to anyone looking for a long-term relationship with a well-informed, knowledgeable and trustworthy CFP certified Financial Advisor. Vic & Mayra
  
 
  
 
 
 
 Posted on Google  
  
 
 Debi Caron 
 
01/05/2026
 
 
  
Working with Jon Ulin and his team at Ulin and Company Wealth Management has been an exceptional experience. From the very beginning, we’ve felt confident that our financial future is in capable and caring hands. Jon brings a thoughtful, knowledgeable approach to every interaction and truly acts as a steady hand in what can often feel like a volatile and uncertain market. His guidance gives us both clarity and peace of mind. Proactive & Responsive: Their team is incredibly responsive. Whenever we have a question about our investments or a life change, they respond promptly with thoughtful, well-considered advice. We never feel like just another client—they consistently take the time to understand our needs and priorities. We also want to recognize Melissa Grochal, who has been a tremendous asset to the firm. She is dedicated, thorough, and consistently excellent with follow-through. Her professionalism and attention to detail make a meaningful difference in our overall experience. Together, Jon Ulin and his team at Ulin and Company Wealth Management provide a level of service, trust, and expertise that is truly outstanding. We highly recommend them to anyone looking for a knowledgeable and dependable financial partner. Michael and Debi Caron
  
 
  
 
 
 
 Posted on Google  
  
 
 Stephan Slovin 
 
30/04/2026
 
 
  
We have known Jon for 18 years.  Jon’s is a Certified Financial Planner (CFP).  His independence of his business and the detailed attention to the financial environment allows Jon to make the best choices for each of his clients.  Jon provides a concierge style of service to us and has always communicated our status in timely update meetings.  His news letters allows us to see what is happening in the market and where he believes the markets are moving. Jon has many contacts for us to leverage in adjacent personal planning including estate planning, long term care and even support for real estate financing methods to meet our needs. While there are always highs and lows in the markets, Jon works hard on his approach to a consistent, diversified long term strategy, to minimize the lows in a down market while achieving reasonable gains resulting in our net wealth increasing over the long term.
  
 
  
 
 
 
 Posted on Google  
  
 
 Ken Volpp 
 
23/03/2026
 
 
  
Jon Ulin was recommended to us by our dear neighbor, whose husband oversaw IBM’s pension plans—so if they trusted him with their money, we figured it was well worth meeting him. We’re so glad we did. We’ve now been working with Jon for more than 15 years, and we have complete trust and confidence in him. His knowledge, experience, and foresight have given us real peace of mind when it comes to our financial future. As a fiduciary advisor, Jon consistently puts his clients’ best interests first. He’s always honest, transparent, and proactive in his communication, keeping us informed throughout the year about our investments and any changes in the market. It’s rare to find someone who combines this level of expertise with genuine care for their clients. We highly recommend Jon and the entire team at Ulin & Co.
  
 
  
 
 
 
 Posted on Google  
  
 
 Pedro Oncken 
 
21/03/2026
 
 
  
My wife and I have been partnering with Ulin & Co for more than 7 years. We are very happy with every aspect of our relationship, especially with Jon’s knowledge, frequent communication, and financial returns. Jon has done a great job managing our investments.
  
 
  
 
 
 
 Posted on Google  
  
 
 Marla M 
 
13/03/2026
 
 
  
Jon is wonderful to work with, and Melissa is always helpful in keeping everything organized and running smoothly. They’re professional, responsive, and always take the time to provide clear guidance and support. I truly appreciate their help and would highly recommend them to anyone looking for a great wealth management team.
  
 
  
 
 
 
 Posted on Google  
  
 
 Juan Rios 
 
29/01/2026
 
 
  
My wife and I are very satisfied with the financial services prvided by Mr. Ulin.  He is an expert in his field who provides sound advice in a manner that is clear to understand.  Financially, we are already benefitting from our partnership with Ulin & Co.
  
 
  
 
 
 
 Posted on Google  
  
 
 Michelle Zilberfarb 
 
03/01/2026
 
 
  
My family and I have used Jon for over 20 years and have had a wonderful experience. He communicates regularly, very knowledgeable and has done a great job managing our investments.
  
 
  
 
 
 
 
    
 
 

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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.