Jon W. Ulin, CFP^®

Managing Principal, Wealth Management Advisor

Ulin & Co. Wealth Management

301 Yamato, Ste 3150
Boca Raton, FL 33431

FINANCIAL ADVISOR'S WEBSITE

https://ulinwealth.com/get-started/

(561) 210-7887 CONNECT WITH Jon

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Ulin & Co. advisors work primarily in a fee-based capacity, backed by a fiduciary standard.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Get Started here

General

Jon Ulin is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Ulin & Co. Wealth Management in Boca Raton, FL and the surrounding communities.

Financial Advisor Overview

Ulin & Co. Wealth Management is a trusted, independent fiduciary firm serving affluent families, individuals, retirees, executives, and business owners for over 20 years. We deliver fee-based portfolio management and personalized financial planning—including retirement income, tax, insurance, and estate strategies—to help align your wealth with your goals. As partners with Charles Schwab and Fidelity, we provide institutional-grade service with concierge-level care. Is your money working hard enough? It’s never too late to take the first step or get a second opinion. Call (561) 210-7887 or visit ulinwealth.com to schedule a free portfolio risk and income analysis with Jon Ulin, CFP®, Managing Principal. Let us help you Plan Your Best Life.

Financial Advisor Experience

Jon Ulin, CFP®, Managing Principal of Ulin & Co. Wealth Management, brings over 20 years of experience guiding affluent individuals, families, and business owners through the complexities of investing and retirement planning. As an independent fiduciary and CERTIFIED FINANCIAL PLANNER™ professional, Jon delivers comprehensive wealth strategies tailored to each client’s goals, values, and vision. Jon began his career in public accounting before spending eight years with a national broker-dealer, where he built a successful advisory practice. In 2002, he launched Ulin & Co. to provide a more independent, personalized planning experience. Today, the firm operates as a boutique, fee-based advisory practice affiliated with NewEdge Advisors—a Barron’s and Forbes Top RIA—and custodian partners Charles Schwab and Fidelity. Ulin & Co. serves a national client base of retirees, professionals, and entrepreneurs, delivering institutional-level portfolio management with a “personal CFO” approach. Jon is a frequent media contributor and sought-after speaker on topics ranging from market behavior to retirement income planning. His philosophy is simple: Financial planning isn’t just about money—it’s about building clarity, confidence, and control for the life you want to lead.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

New Edge Advisors

Broker-Dealer Disclaimer

* For a list of states I am registered to conduct securities business, please visit my website. Investment advice offered through NewEdge Advisors, LLC, a registered investment adviser.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs