Ulin & Co. Wealth Management can provide small businesses, corporations and organizations access to a robust platform of turn-key retirement plan, insurance and investing solutions along with the experience and expertise of our team members from employee benefits design to exit planning, supported by Independent Financial Partners. 

As a fiduciary and a Registered Investment Advisory (RIA) affiliate, our firm brings an independent approach to wealth management and planning that helps minimize conflicts of interest. We provide a non-proprietary, open-architecture approach to insurance and investment products and recommendations – while partnering with Charles Schwab, Fidelity and Pershing to provide dynamic service in asset custody and management.   

As part of our partnership with your company, Jon is available to work with your Board of Directors, Advisory Board or Investment Committee. Call (561) 210-7887 to set up an no-obligation consultation with Jon W. Ulin, CFP®, Managing Principal. 

About Jon Ulin, CFP®: click for CV

About IFP: Ulin & Co. Wealth Management partners with Independent Financial Partners (IFP), a full-service multi-custodial broker-dealer and SEC-Registered Investment Advisor (RIA). Headquartered in Tampa, IFP has 11.5 billion assets under advisement and 262 advisors. (Source: IFP)

Business Solutions:

Our firm can provide your business or organization with a comprehensive approach to business planning. We can also help design, propose and provide group-based insurance, retirement and or education plans-  as part of your employee benefits programs. 

• Small Business Financial Planning
• Personal Wealth Management
• Retirement Plans 
• Business Succession Planning
• Business Continuity Planning
• Key Person Protection Life Insurance
• Cash Management Services
• Business overhead insurance (Disability)
• IRA & 401K based Retirement Plan Consulting
• Business Exit Planning

Worksite Financial-Ed

We are passionate about providing financial education services to business owners and employees that can be delivered at your location or by video-conference. For the past two decades Jon Ulin, CFP®, CEO has provided onsite employee worksite financial-Ed solutions to small businesses and Fortune 500 regional locations throughout South Florida including IBM, Microsoft and Sprint, in addition to adult-Ed workshops for the City of Boca Raton Public Libraries. You’re advantaged with Jon Ulin’s two decades of experience – it’s the kind of knowledge and expertise that national news and media outlets call upon for his assessments of financial developments. 

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Institutional Services (banks)

Through our partnership with Independent Financial Partners (IFP) we affiliate with community banks to provide turn-key institutional wealth management , insurance and planning services for their small business clients. IFP Business Solutions curates a constantly growing bank of experts and network of strategic alliances with a deep bench of professionals out of our headquarters in Tampa. We can also help  by providing a seamless co-branded approach for services and communication as an extension of your team. 

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Non-Profits

The board of directors of a nonprofit has a fiduciary responsibility to protect the assets of the nonprofit and ensure that the operations and activities use the assets to further the organizations mission, we get that.  As an independent SEC Registered Investment Advisor (RIA) firm affiliate, we are fiduciaries working as an extension of your board, and will work in a prudent manner to help ensure your goals are being met over time as defined by your organizations objectives for investing- while identifying the nonprofit’s risk tolerance, and clarifying your investment policy statement. 

From a service perspective, we will meet with your team quarterly in person and or via zoom to stay accountable for our work together. Guided by four tenants; research, performance, transparency & service, our team is committed to delivering results to you on all four through conflict free advice, actionable investment guidance, timely market perspectives, and visibility into our process, along with our custodians at Schwab, Fidelity and Pershing. 

What Sets Us Apart:

Many independent advisory firms are small businesses – owned by the individual advisors, so they forge personal relationships with their clients.  Most successful advisors have put in the time, money and “sweat equity” to grow and manage their  own companies just like their clients.  It’s hard work. We get that. 

Independent Registered Investment Advisor (RIA) firms 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, they 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.

Can your big box broker provide all these advantages?

• Independent SEC Registered Investment Advisor (RIA) firm affiliate
• Recognized CERTIFIED FINANCIAL PLANNER™ professional
• Multi-custodial firm with Charles Schwab, Fidelity & Pershing
• 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