A complete list of active advisors currently associated with United Financial Planning Group LLC

Warmer can help you find a great advisor at United Financial Planning Group LLC or one who fits your needs even better.

United Financial Planning Group provides advisory services to individuals, high‑net‑worth clients, and small business owners, offering financial planning, discretionary and non‑discretionary portfolio management, and pension consulting. The firm also makes tax preparation, tax planning, and accounting services available through affiliated tax professionals and separate accounting entities, either on a stand‑alone basis or bundled with advisory services. The firm follows a long‑term, diversified investment approach centered on asset allocation and use of low‑cost vehicles such as mutual funds and ETFs, with portfolios tailored to each client’s goals, risk tolerance, and imposed restrictions. Adviser‑client relationships include ongoing monitoring and rebalancing, and the firm coordinates with clients’ other professional advisors when implementing plans. Noteworthy distinctions include an affiliated accounting practice and formal arrangements with third‑party tax/accounting providers that result in fee sharing in some cases, a relationship the firm discloses and manages as a conflict of interest. The firm also uses third‑party platforms to display client testimonials and endorsements, provides pension plan consulting, and discloses occasional fee waivers for clients meeting higher asset thresholds—features that are less common among similar team firms.

To learn more about the advisors currently working at United Financial Planning Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.