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About United Capital, a Goldman Sachs Company

Helping People Live Richly®

United Capital Financial Advisor with Client

Everything we do is centered around you and the life you want. Ultimately, money is just fuel. For each person, though, a rich life means something different.

Hear more about what it means to Live Richly℠ from our founder and CEO, Joe Duran.

United Capital Financial Advisors are at the Heart of Guidance

Our firm has some of the most caring and knowledgeable advisors who can help you gain clarity, confidence, and control over your entire financial life.

Meet Our Financial Advisors







*Statistics as of June 30, 2019

United Capital By The Numbers

United Capital, a Goldman Sachs Company, is a national wealth management firm with the resources and proven systems to help our clients live richly.

Financial Advisors Near You

Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 100 offices, we can help you implement a financial plan tailored to your personal goals.

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Meet the United Capital Leadership Team

United Capital, a Goldman Sachs Company, is under the guidance and leadership of an experienced, passionate team who work each day to reshape wealth management — to help people Live Richly℠ by living the life they want.

Meet Our Leadership

Meet Our Visionary Founder and CEO

Joe Duran was 34 years old when he and his partners sold their company to General Electric—an unimaginable outcome considering his childhood.

Learn More About Joe

Working at United Capital

Changing an industry starts with extraordinary people. We’re looking for passionate individuals to join our team. Learn more about careers at United Capital.

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Serving Plan Sponsors with Retirement Program Consulting

The PFE Group, a consulting affiliate of United Capital, has helped plan sponsors for more than 20 years operate qualified and non-qualified retirement plans. Our goal for every client is the same: an ERISA-compliant plan, which provides below-market cost administration and best-in-class investment managers. Learn more about Retirement Program Consulting.

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