Miamisburg, OH Office
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United Advisor Group
Multi-team
Firm-wide stats for United Advisor Group
About
United Advisor Group provides investment management, financial planning, consulting and family office services to individuals, small businesses, trusts, charities and brokerage customers. The firm operates through independent branch offices and serves a mix of non‑high‑net‑worth and high‑net‑worth clients with portfolio management, retirement planning and financial education offerings.
UAG commonly manages client assets on a discretionary basis using proprietary model portfolios, third‑party sub‑advisors or custom‑traded accounts, and tailors allocations based on clients’ risk tolerance, tax strategy and time horizons. Its investment approach combines strategic and tactical asset allocation with value investing and a mix of fundamental, technical and charting analysis.
The firm discloses that some advisers are also licensed real‑estate brokers or dealers and that it maintains relationships with insurance networking agencies and broker‑dealer platforms, which can affect product recommendations. In April 2026 UAG reported a consent order from the Arizona Corporation Commission related to two representatives providing advisory services before state licensing was complete (a $35,000 administrative penalty) and states it has since enhanced registration verification, supervisory procedures, training and ongoing compliance monitoring.
Based on United Advisor Group
Location
543 E. Central Ave.
Miamisburg OH 45342
Advisors at this office
3
Advisors at this office
Cameron W
Series 66
Miamisburg, OH
United Advisor Group
Cameron Willis is a financial advisor with United Advisor Group and holds a Series 66 designation. He has one year of industry experience and has previously worked with Miami Valley Financial Partners and Silver Oak Securities, Inc. Outside of his advisory roles, Willis has experience competing in the Minor League Golf Tour and PGA Tour Canada. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using discretionary portfolio management that incorporates strategic and tactical asset allocation alongside value investing and various analytical methods.
Brian Y
Series 66
Miamisburg, OH
United Advisor Group
Brian Yeakley is an investment advisor at United Advisor Group with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cambridge Investment Research and Mass Mutual Investors Services. Yeakley is also president of Miami Valley Financial Partners, a fixed insurance products business, and serves as a board member of Downtown Miamisburg Inc., a nonprofit focused on the development of the historic downtown business area. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, utilizing a combination of proprietary models, third-party sub-advisors, and custom accounts tailored to client risk profiles, tax strategies, and time horizons.
Nicholas M
Series 66
Miamisburg, OH
United Advisor Group
Nicholas McGuire is an investment advisor representative at United Advisor Group with two years of industry experience. He holds a Series 66 designation and has worked at firms including Silver Oak Securities and Miami Valley Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom-traded accounts, and third-party managers using fundamental and technical analysis alongside strategic asset allocation.
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