LET’S GET REAL ABOUT YOUR FINANCIAL LIFE.

At United Capital, we are financial advisers united to improve lives by bringing truth, understanding and discipline to the financial choices you make every day.

WHEN IT COMES TO MONEY — THE WAY WE MAKE CHOICES DETERMINES OUR ENTIRE LIVES.


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WHY UNITED CAPITAL?

We bring truth, understanding and discipline to the financial choices you make every day.

Money isn’t just financial – it’s emotional. It’s not simply monthly statements, spreadsheets and stock tickers, it’s about the myriad choices we make every day, both big and small. At United Capital, we not only understand the emotional component of money, the way we work is designed around it. Our process and our mission are very simple – to help you get control over your entire financial life by improving the choices you make.

Along the way, through a series of frank and illuminating conversations, we deliver things few other investment advisers provide: truth, understanding and discipline.

70% of couples argue about money more than household chores, togetherness, intimacy, snoring and what’s for dinner.
(Money Magazine 6/4/2014)
Couples who fight about finances once a week are 30% more likely to divorce.
(National Marriage Project 5/2014)

HOW YOU’LL WORK WITH US

We take a unique approach – one that’s engaging, transparent and helps you get real about your money.

Being more honest and more informed in the way you make financial choices is a journey – one that starts by answering the hard questions that shine a light on both your rational and emotional connections to your money:

Life is unpredictable. The way you make decisions about it shouldn’t be.

55% of couples say they don’t set aside time to talk about finances.
(Harris interactive poll 5/2014)
3 in 10 adults admitted to lying about finances.
(Harris interactive poll 5/2014)

HOW TO GET STARTED

LET US HELP FIND THE BEST WAY FOR YOU.

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