At United Planners, our story is rooted in independence, ownership, and unwavering stability. From day one, we’ve been majority-owned by our advisors – a 55% structure that ensures control stays where it belongs: with the financial professionals who serve clients every day. Unlike firms driven by outside investors or private equity, we’re adamantly not for sale – and proud of it. Our advisors and employees share in our success, creating a culture that feels like coming home in an industry that’s constantly changing.
