John G. Ullman & Associates, Inc.

for nearly 40 years, john g. ullman & associates has helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect your wealth. our process starts with you. you’ll be paired with an advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. the resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. from there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. backed by our team of financial planners, cpas and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally