About David Plante, CFP®, Director of Relationship Development

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So far David Plante, CFP®, Director of Relationship Development has created 3 blog entries.

What Does Being a “Fiduciary” Really Mean?

By |2024-03-04T08:34:53-05:00February 28th, 2024|The Blog @JGUA|

In the financial world, "fiduciary" is a term thrown around like confetti, often losing its true meaning and raising eyebrows instead of trust. Let’s dive into what it truly means to be a “fiduciary”! What is a Fiduciary’s Duty? At its core, fiduciary duty is a solemn vow. It's a legal and ethical commitment [...]

Navigating the Financial Landscape: The Merits of Fee-Only Wealth Management and Objective Insights into Fee-Based Alternatives

By |2023-11-07T09:02:32-05:00October 24th, 2023|Investment Management, Retirement, The Blog @JGUA|

In the intricate world of financial decision-making, clarity and objectivity are paramount. At John G. Ullman and Associates, we recognize the need for transparency and a client-centric approach. As we delve into the common inquiry regarding fee-only versus fee-based wealth management, let's explore the benefits of a fee-only model and offer an objective perspective [...]

Introducing Bill & Penny Otis: A Series Showcasing How Our Team Could Help You!

By |2023-04-18T09:22:15-05:00April 18th, 2023|Meet Bill & Penny: A Series Showcasing How Our Team Can Help You!, The Blog @JGUA|

I’m David Plante, the Director of Relationship Development here at John G. Ullman & Associates and I wanted let you know a little about what my team and I do, as we introduce an exciting new initiative that could help provide you some context about our process here at the firm. We understand that [...]

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