About Us
Every Journey Has a Starting Point
For Bulman Wealth Group, it began with our founder, Chris Bulman, during one of the most defining weeks in history—September 2001.
In the aftermath of 9/11, Chris witnessed how quickly financial stability—and a sense of security—could be shaken. That moment sparked a calling: to help families build financial plans that are resilient, adaptable, and grounded in what truly matters—people, not just money.
From that vision, Bulman Wealth Group was born. What started with one advisor’s mission has grown into a team of experienced and trusted professionals united by a shared belief: great wealth management is built on relationships, not transactions.
From the beginning, Chris shaped the firm around principles rooted in life, family, and faith—values that later became our Core Values of Respect, Integrity, Service, and Empowerment (RISE). These values guide every conversation, every plan, and every relationship we build.
At Bulman Wealth Group, who we are matters just as much as what we do.
We’re more than financial advisors—we’re listeners, guides, and long-term partners. We help individuals and families navigate complexity, find clarity, and move forward with confidence through every stage of life.
Our culture is built on care, collaboration, and respect for each client’s unique story. We take the time to understand your goals, values, and dreams, and we tailor our guidance accordingly—because no two journeys are the same.
As a community of educators and connectors, we create experiences that feel personal, thoughtful, and elevated. We believe it’s often the smallest details that build the greatest trust.
Above all, we’re partners in your journey—walking beside you with clarity, confidence, and compassion.
Bulman Wealth Group
Your Journey. Our Compass. RISE Confidently.
Live the life you have always imagined.
You do not have to navigate retirement alone. Let us be your guides through every phase of your financial journey.
