Exciting news for United Planners — we’ve been named a finalist in the 2026 Wealth Management Industry Awards.This recognition reflects the strength of our advisor-owned culture, our commitment to independence, and the work our teams do every day to support fiduciary-minded financial professionals nationwide. We’re proud to stand alongside so many respected firms in the […]
United Planners Financial Services is excited to welcome Priority Financial Group (PFG) to our advisor community as we become the broker-dealer for PFG’s nationwide network of 80+ financial advisors and 20+ financial institution partners, representing nearly $5 billion in assets under administration. This milestone marks a major growth event for United Planners as we continue […]
United Planners is a finalist in 4 categories for the Wealth Management Industry Awards 2024 Chief Executive Officer of the Year! – Michael A. Baker Digital Marketing Campaign of the Year – Yes, It’s True Campaign Practice Management – LEAPS Program Corporate Social Responsibility – ReachUP Click to read more
Mike Baker shares United Planners’ innovative approach to client services, leveraging cutting-edge technology and personalized solutions tailored to individual needs.
From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.
Aaron Spradlin, CIO at United Planners, explores tech philosophy prioritizing advisor independence and customer service.
