John G. Ullman & Associates is a registered investment advisor that provides comprehensive wealth management and financial planning services.

LIFE INSURANCEMore than a policy. An act of love.

Tax and Accounting Services 

Join the newest Credit Union in the Carolinas!

Sell your business with confidence. BMI Mergers & Acquisitions helps Charlotte business owners maximize value and find the right buyer.

serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.

Investment Management for Individuals and Institutions Since 1988

A Neumann & Associates is a professional M&A advisory firm specializing in valuations, exit planning, secure transactions, & business growth.