Welcome to United Capital Elkhart

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

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About Our Office

Our team at the United Capital Elkhart office is committed to helping people pursue their financial goals. We offer a wide range of financial services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Our team will provide a commitment to service and dedication to helping serious investors create portfolios closely matching their needs and risk tolerance. We believe we add value to the client relationship by being attentive to their needs, providing experienced advice and searching for the most appropriate services available for them.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:

Each of our advisers have extensive personal and professional experience. Further, we operate under the Certified Financial Planner (CFP®) Board adopted Code of Ethics and Professional Responsibility. It is our responsibility to follow the principles of the code in working with the public, our colleagues, and most importantly, our clients.

We are dedicated to developing lasting relationships with all of our clients. We are looking forward to using our experience to help you pursue your financial goals.

Meet Our Financial Advisor Team

Our United Capital Team Location

300 Nibco Parkway, Suite 100
Elkhart, IN 46516

Telephone: 574-522-3738
Facsimile: 574-522-1555

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About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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Personal Wealth Management Investing

Discover Your MoneyMind®.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money effects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life.

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United Capital Wealth Management

United Capital Financial Insights

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We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

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Want to speak with us now? Give us a call at 833-346-5433

*Award not indicative of investment performance.