John G. Ullman & Associates, Inc. exists because of one man’s vision for a firm unique in the financial industry. Accordingly, in 1978, John Ullman founded John G. Ullman & Associates, Inc. based on these visions and beliefs.

Over the years, the firm has assembled a group of outstanding professionals, including many who hold advanced degrees in accounting, law, financial planning and business, and also have experience in other business environments.

Each contributes a depth of specialized knowledge – including taxes, insurance, estate planning, investment management, real estate, business planning, and more - which is shared internally. The firm continues to expand its expertise through new staff, and stays up-to-the-minute through seminars, professional publications, and the regular exchange of information.

The firm's values are based on integrity, confidentiality, and an extraordinary commitment to each client. JGUA provides comprehensive financial management services to clients and their extended family members in a relationship based on honesty, advocacy and trust.

To assure that the needs of each individual are foremost, the firm is primarily fee based, thus guaranteeing that all actions are without compromise.