Pulliam Family Office, LLC

John Pulliam is a financial advisor with Pulliam Family Office, LLC in Crested Butte, CO. He holds Series 63 and Series 65 designations and has over a decade of experience, including roles at UBS Financial Services and Raymond James Financial Services. He has been with Pulliam Family Office since 2019 and also worked with The Leaders Group DBA Simplicity Investments. Pulliam Family Office provides investment advisory services primarily to family office clients, high-net-worth individuals, families, trusts, and business entities. The firm employs a tactical investment approach using price and technical analysis tools and offers a broad suite of services including wealth transfer, entity advisory, financial planning, and coordination with outside professionals.

Jonathan Woodward is a financial advisor at Pulliam Family Office, LLC in Crested Butte, Colorado. He holds Series 63 and Series 65 licenses and has experience working with firms including LPL Financial, Bancwest Investment Services, and BMO Bank NA. Woodward has been with Pulliam Family Office since 2025 and also has experience with The Leaders Group Inc., DBA Simplicity Investments. Pulliam Family Office provides investment advisory services primarily to family offices and high-net-worth individuals, as well as families, trusts, and business entities. The firm employs a tactical-tilt investment approach using technical analysis tools such as relative strength methodologies and point-and-figure charts, and offers services including discretionary and non-discretionary investment management, financial planning, and family-office advisory.