Business Details
24 Years
experience
Trusted Financial Advisors in Boca Raton
Ulin & Co. Wealth Management & Co. Wealth Management is a trusted, independent financial advisory firm serving successful families, business owners, and retirees in Boca Raton, South Florida, and nationwide. Founded in 2002, we operate as an SEC-registered investment advisor, providing objective, fiduciary-driven advice tailored to clients' unique financial situations. Our team of CERTIFIED FINANCIAL PLANNERS and industry experts delivers personalized portfolio management, retirement income planning, tax-efficient investing, and advanced estate strategies.Backed by partnerships with Charles Schwab and Fidelity, we ensure secure asset custody while maintaining independence. With an average client tenure of 15 years and a 97% annual retention rate, our commitment to trust, transparency, and long-term results has earned us 15 five-star Google reviews. We integrate cutting-edge technology with boutique-level service, offering family office solutions for complex wealth needs and empowering clients through financial education.
Services
Wealth Management
Retirement Planning
Estate Planning
Portfolio Management
Business Exit Planning
Tax Optimization
Family Office Services
Investment Advisory
Financial Education
Legacy Planning
Details
- Year established: 2002
Highlights and features
- Fee-only fiduciary advisors legally obligated to act in your best interest
- Certified Financial Planners with decades of combined experience
- Family office solutions for ultra-high-net-worth clients
- Independent custodianship with Charles Schwab and Fidelity
- 97% annual client retention rate with 15+ year average relationships
Associations and certifications
- SEC Registered Investment Advisor
- Certified Financial Planner (CFP)
What people say
Exceptional service
Professional expertise
Personalized attention
Long-term relationships
Proactive communication
Services
Wealth Management
Our wealth management services combine strategic asset allocation with personalized financial planning. We create customized investment portfolios aligned with your risk tolerance and long-term goals while integrating tax-efficient strategies and ongoing portfolio rebalancing. With access to institutional-grade research and tools through partnerships with Charles Schwab and Fidelity, we deliver sophisticated solutions for individuals and families seeking to grow and preserve wealth across market cycles.
Retirement Planning
We develop comprehensive retirement income plans that address tax implications, Social Security optimization, and sustainable withdrawal strategies. Our approach considers healthcare costs, long-term care needs, and legacy goals while stress-testing portfolios against various market scenarios. Using dynamic financial planning tools, we help clients understand their retirement readiness and make informed decisions about timing and distribution strategies to ensure financial security throughout their golden years.
Estate Planning
Our estate planning services coordinate with legal and tax professionals to create customized wealth transfer strategies. We help clients establish trusts, optimize beneficiary designations, and implement tax-efficient gifting techniques. For ultra-high-net-worth families, we provide advanced planning for business succession, charitable giving, and multi-generational wealth preservation while ensuring proper documentation and compliance with evolving estate tax regulations.
Family Office Services
Designed for clients with $10M+ in assets, our family office services provide comprehensive wealth oversight including investment management, tax coordination, and intergenerational planning. We act as a central point of contact for clients' professional networks, managing complex financial affairs while implementing sophisticated strategies for asset protection, philanthropy, and family governance structures.
Business Exit Planning
We guide business owners through the complex process of transitioning their companies, whether through sale, transfer to family members, or management buyout. Our services include business valuation analysis, tax-efficient exit strategies, and post-transaction wealth management. We help clients evaluate timing considerations, structure deals to maximize value, and develop financial plans for life after business ownership while coordinating with legal and accounting professionals.
People
Jon W. Ulin
Managing Principal
Founder of Ulin & Co. Wealth Management & Co. Wealth Management with 20+ years in financial services. CFP professional with expertise in retirement planning and portfolio management. Temple University honors graduate who transitioned to independent advisory in 2009. Frequent speaker on financial education and radio show host.
Melissa Grochal
Client Operations Manager
15+ years in financial services with experience in client service and operations. Emory University graduate who manages client onboarding, account administration, and coordinates financial planning processes while ensuring compliance with industry regulations.
JD Davison
Director of Investment Strategy
20+ years of investment management experience with CIMA certification. Leads portfolio construction and strategic asset allocation. Specializes in alternative investments and leverages technology solutions for institutional-quality access to complex financial products.
Questions
Are you a fiduciary at all times?
Yes, we operate as a fiduciary 100% of the time, legally obligated to act in your best interest for all investment and financial planning recommendations.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP) and Certified Investment Management Analysts (CIMA) with decades of combined experience in wealth management.
How are you compensated?
We use a transparent fee-only model based on assets under management, eliminating conflicts of interest and ensuring alignment with client success.
What services do you offer beyond investments?
We provide comprehensive financial planning including retirement income strategies, tax optimization, estate planning, business exit strategies, and family office services.
Do you have minimum account requirements?
Yes, we require a minimum of $500,000 in investable assets for portfolio management services to ensure we can deliver our full range of capabilities effectively.
How often will we communicate?
We schedule quarterly meetings with annual comprehensive reviews, plus ad-hoc communication as needed for market updates or personal financial changes.
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