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Since 1978, John G. Ullman & Associates has provided comprehensive wealth management and financial planning services to our clients.
As a fiduciary, we put you and your family’s interests and well-being at the core of your plan.
What could comprehensive wealth management mean to you?
We’re committed to making the complicated understandable and the overwhelming manageable in your financial life, while striving to be here for everything your money touches.
We prioritize balance in our investment management services, aligning your financial strategies with your life goals.
Our in-house tax and financial advisor teams strive to identify opportunities that optimize our clients' current and future tax needs with available preparation services.
We are committed to offering educational resources and insightful advice, empowering you to plan for the inevitable and the unexpected, while enjoying your retirement chapter.
We offer comprehensive estate and legacy planning services, including tax optimization strategies and trust setup coordination to secure your family's future and leave a lasting legacy.
We offer tailored charitable planning solutions to align with your values, guiding individuals, families, and businesses through the world of charitable gifting.
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.
“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!” 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.
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.
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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