Mission & Values

The John G. Ullman & Associates Philosophy

Through close personal relationships, John G. Ullman & Associates has helped hundreds of families, businesses, charitable foundations, and trusts to build, manage, grow, and protect their wealth. Together we plan for a lifetime of financial success and security by creating highly customized financial plans that are formed through a balanced and dynamic approach to investing for long-term gains.

Financial planning is an ongoing process. We value long-term commitments to our clients and strive to provide continuous support and comprehensive financial management in order to help our clients achieve their short- and long-term goals.

Our Mission

To make the complicated understandable, the overwhelming manageable, and to help dreams become reality. We achieve this by working with the utmost integrity, care, and skill to bring clients a lifetime of financial security.

Our Values

We live our Values on a day-to-day basis:

  • Integrity
  • Dedication
  • Respect
  • Excellence
  • Confidence
  • Accountability
  • Intensity