A financial adviser should help you answer the most important questions: “Am I OK?” and “Can I live the life I want?” That philosophy inspired us to create United Capital — and it’s what continues to drive us today. Our Financial Life Management approach goes beyond traditional financial planning and investment management by incorporating your ideal life to give you complete clarity, confidence and control in your financial life.
Founded in 2005 by Joe Duran, United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $16 billion in assets under management.
We’re here to improve people’s lives by bringing truth, understanding and discipline to the financial choices they make every day. We’ve created simple, yet powerful tools and processes to uncover the “why” behind your money. From there, we tailor advice, a financial plan and an investment strategy to help you meet your life goals — not just your financial goals.