United Planners has a robust network of approximately 500+ registered financial professionals who have been selectively invited to affiliate with us.  The unique structure of the firm has proven its resilience over time and nurtures a culture of deep partnership and a shared sense of pride and ownership among our affiliated financial professionals and employees.  What truly sets us apart is our commitment to sharing success, collaborative partnership, and dedicated service to our Advisors and their clients.

  • UP does not manage to the lowest common denominator

  • Culture of Trust & Culture of Compliance