Educate, Collaborate, Plan:

The Bulman Financial Approach

At Bulman Financial, we do more than manage wealth. We serve as your financial architect, designing a plan that works for your unique goals and lifestyle by focusing on educating, collaboration, and proactive planning.

Our team believes in bringing all aspects of financial planning together, coordinating investment strategies, tax planning, estate planning, and risk management to create a cohesive strategy.

We are able to provide a structured and fresh approach from our cross-disciplinary background.

A Trusting, Confident, Creative Process

Our goal is to help clients feel organized and confident in their finances. You'll never feel like a small fish in a big pond with our team. Expect a direct and accessible relationship with our team, right down to having our cell phone numbers for easy communication.

Meet the Team

Jon Bulman, JD, MBA, CRPC

Founder & Financial Architect

Cell: 202.487.8833
Email: JBulman@BulmanFinancial.com

Jon is a wealth management advisor and founder of Bulman Financial. A reformed lawyer turned financial advisor, he has a keen eye for spotting issues others might miss.

Jon specializes in the areas of comprehensive financial planning (risk management, estate, retirement, investment and business succession planning). He works mostly with retirees, executives and business owners. Transitions are the best time to plan. At Bulman Financial we love to guide new clients through their Wealth 2.0 (death, retirement, divorce, inheritance, sale of a business, etc).

With his background in both law and finance, he brings a unique perspective to financial planning, ensuring no detail is overlooked. Once he builds your financial blueprint, Jon and his team help to implement the plan while managing your other advisors (attorneys, CPAs and others).

Jon’s goal is to simplify complex financial matters, educate clients, and design a clear financial blueprint that builds long-term strategies to weather any market conditions. We help you get on the right path—and stay on it—even when life throws curveballs.

Brianna Wirfs, MBA

Operations Manager
Registered Client Associate

Cell: 240.439.0200 (no texts)
Email: BWirfs@BulmanFinancial.com

Brianna helps keep everything running smoothly behind the scenes. From client communications to ensuring seamless operations, she plays a key role in making financial planning a stress-free experience. Brianna will make your life easier.

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