Comprehensive Financial Planning
Cash flow planning, retirement planning, estate planning, tax planning, major purchase support, and everything else with a dollar sign
Schedule a callFee-Only Financial Planner
I provide personalized, one-on-one financial planning and investment management.
Fiduciary Guidance*No Minimums*Tailored Approach
Serving clients across the United States from Montclair, NJ
How we help
Your trusted advisor
to reach your goals
I don't believe in cookie cutter solutions—we build a personalized plan based on your specific situation, and monitor it routinely to ensure we're on track.
Investment Management
We build a portfolio to meet your goals—both short and long term—with a level of risk you're comfortable with. Your assets will be carefully managed in accordance with your plan.
Ongoing Support
No question too big or too small—get advice directly from me as often as needed.
Fiduciary relationship
The Fiduciary Difference
Pullman Wealth is legally bound by the fiduciary duty—the highest standard of care established by law. We are required to act for the sole benefit and interest of our clients—at all times. Not all financial advisors are fiduciaries.
No Commissions, No Kickbacks.
Pullman Wealth is compensated by its clients and its clients only.
Full Transparency
Pullman Wealth is required to clearly disclose all fees and investment risks.
Your best interests
Pullman Wealth is required to act for the sole benefit and interest of its clients—at all times.
One Relationship
One-on-One, Direct Access
I work directly with every client. No junior advisors, customer service representatives, or assistants—you’ll speak with me every time.
A direct relationship is essential to high-quality, personalized financial planning. You’ll always know who is thinking about your plan, managing your investments, and answering when life changes.
Sean Pullman Founder, Pullman Wealth
Getting started
Our Process
- 01
Introductory Call
A relaxed conversation about what brought you here, what you want help with, and whether we are a good fit.
- 02
Organize the Picture
We gather the pieces of your financial life, and identify strategies to meet your goals.
- 03
Develop Your Plan
Based on everything you have shared, I construct a comprehensive plan based around your life.
- 04
Strategy Meeting
I present the plan to you, then we review and discuss each item to ensure we are aligned.
- 05
Implement the Plan
We work together to manage your financial life as it evolves.
Start a conversation
Schedule a 30-minute
introductory call
A relaxed call where you can ask questions and share a little about your situation. This is 100% free, and you will not be asked to make any decisions or commitments. This is just a chance for us to meet and see if we are potentially a good fit.
Schedule an introductory call