Welcome to Jonathan Bulman

Who’s Your Financial Architect?

It’s been my experience that people tend to first hire financial planning subcontractors without an overall plan in place. My team’s holistic approach enables us to identify any gaps or missed opportunities while helping you navigate the implementation and coordinate the subcontractors.

Family Legacy Pyramid

The Family Legacy Pyramid simplifies a complex process of wealth management. Let us help you understand and prioritize your financial concerns.

In The News

Douglas E. Knable, CLU®, ChFC® of Family Wealth Management was featured by IN North Allegheny Magazine in their Business Spotlight column.

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Upcoming Events

We are always participating in and planning educational, charitable and client appreciation based events. Here is a listing of some upcoming events and those we would recommend that are being sponsored by our colleagues.

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Featured Case Study

A Resource Group member was introduced to an owner of a very successful third generation business in the consumer staples industry. He currently ran the business with nine family members, all active in various aspects of the operation.

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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alaska, California, Connecticut, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina and Virginia

Jonathan Bulman: California Insurance License #)D71962

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN:201102-2050757