At United Planners, culture isn’t just a statement — it’s something we live everyday. In this video, you’ll hear directly from our employees as they share how our advisor-owned limited partnership model shapes everything we do — and see those values come to life through authentic moments from our recent employee off-site retreat. What sets United Planners apart is our people. Leadership that listens. Teams that collaborate. Advisors who truly have a voice in shaping the firm’s direction. We’re not driven by outside shareholders; we’re guided by partnership, integrity, and a shared commitment to serving financial professionals and their clients. This isn’t a corporate pitch — it’s a glimpse into who we are when we come together.