United Capital Financial Advisers, LLC (United Capital) is one of the fastest growing and most innovative firms with offices throughout the country. We bring together some of the most talented and capable financial minds to assist with any financial questions or issues you may have. We are a partnership of exceptional advisers, unified to accomplish one goal, to help our clients achieve a genuine empowerment over their entire financial lives.
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 $15 billion under administration of client assets at 31 offices around the country.
Exceptional investment solutions
All of United Capital client’s have access to exceptional investment solutions through an unbiased, "open architecture" platform. Our investment team of CFP®s, CFAs, and advanced-degree professionals work in concert to serve as a full-service wealth management "think tank."
