United Capital Financial Partners, Inc. is a fast growing national partnership of exceptional Private Wealth Counseling offices.* These independent advisors find they can better serve their clients through shared access to centralized back office operations, specialized professional advice and objective, expertly applied investment management.
Experienced professionals
Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $10 billion under administration of client assets at 23 offices around the country.
Exceptional investment solutions
By working with United Capital to Centralize operations, reporting and day-to-day administrative activities, our partner firms not only free up more time to work directly with clients, they also gain access to exceptional investment solutions through an unbiased, "open architecture" platform. Our investment team of CFP®s, CFAs, and advanced-degree professionals works in concert to serve as a full-service wealth management "think tank."
