A complete list of active advisors currently associated with Uniting Wealth Partners

Warmer can help you find a great advisor at Uniting Wealth Partners or one who fits your needs even better.

Uniting Wealth Partners provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, businesses, and charitable organizations, managing client accounts on both a discretionary and non‑discretionary basis. The firm also offers standalone financial planning and a financial‑institution/ brokerage consulting service for customers of Mutual Securities, Inc., an institutional consulting relationship that is less common among multi‑team peers. The firm constructs customized portfolios with a primarily long‑term focus, typically using low‑cost mutual funds and ETFs while also employing individual stocks, bonds, options, REITs and alternative investments as appropriate to client objectives. Investment decisions draw on fundamental, technical, cyclical and charting analysis, and the firm may allocate portions of portfolios to unaffiliated independent managers while maintaining ongoing oversight and acting in a fiduciary capacity. Uniting Wealth Partners was established in 2024 and operates as part of the Wealth Advisor Growth Network, a holding structure that connects it with other advisory and service providers and creates referral and service relationships it discloses and manages. The firm maintains institutional platform relationships with Raymond James and Charles Schwab and receives consulting-related compensation from Mutual Securities for its brokerage consulting work; it also discloses insurance licensing among advisory personnel and related conflicts of interest in its regulatory materials.

To learn more about the advisors currently working at Uniting Wealth Partners, 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.