Founded in 1978 by John G. Ullman, the company operates as an independent, fee-based comprehensive financial services firm dedicated to providing objective and personalized financial advice. Their mission is to help clients achieve their financial goals through a holistic approach that integrates investment management, financial planning, tax preparation and representation, and trust and estate administration. The firm emphasizes long-term client relationships built on trust and a deep understanding of each client's unique financial situation.

Founded in

United States