Founded in 1999 by Jon Ulman, Ulman Financial is a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser based in Columbia, Maryland. The firm operates on a fee-only basis, emphasizing a fiduciary responsibility to its clients. Its core mission is to partner with clients to simplify their financial lives through comprehensive financial planning, disciplined investment management, and a high level of personalized service to help them achieve their long-term goals.

Founded in

United States