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Here for Everything Money Touches...

Since 1978, John G. Ullman & Associates has provided comprehensive wealth management and financial planning services to our clients.

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As a fiduciary, we put you and your family’s interests and well-being at the core of your plan.

Our Services

What could comprehensive wealth management mean to you?

About Us

Founded in 1978, John G. Ullman & Associates operates in New York and North Carolina. As a Registered Investment Advisor (RIA), we offer comprehensive financial planning and investment management services. Our in-house model provides clients direct access to a diverse team of financial planners, tax professionals, investment researchers, and legal professionals.

Where We've Been Featured

From the President’s Chair

Hear from President & Chief Operating Officer, Jason Nickerson, CFP®, EA as he details the JGUA way and how we are a one-stop shop for your all financial needs.

Latest Insights

Podcasts

Share The Wealth

“Share the Wealth” is a bi-weekly financial education podcast hosted Lyndsey Payne, MBA and Leyah Dauber, Associate Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series for women, by women.

Well... It Depends!

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! In each episode, you’ll hear our host, Andrew Baron, CFP®, EA, discuss why you should or shouldn’t participate in a strategy, as well as questions you should be considering for yourself on each topic.

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Schedule a meeting with a member of our Relationship Development team. They’ll assist you in identifying the right advisor or advisor team that could best serve you and your family.

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We invite you to explore our proactive planning and evaluation process by filling out the form below to schedule your no-obligation consultation with a member of our Relationship Development team.

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