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United Capital Financial Advisors in Moline

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. We help you Live Richly℠.

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United Capital Financial Advisors Moline, IL

About Moline Office

We provide a highly personalized, independent, and holistic approach to wealth management for a select group of clients. We act as a personal CFO for each family we serve. This means we begin each relationship with a clean sheet of paper and seek to understand your family’s goals and what is important to you from both a financial and life management perspective. From this starting point, we partner with your family to develop investment and life management strategies that may help you live richly, instead of simply dying rich. Along the way, we strive to be your strongest advocate and gatekeeper as we guide you through a complex and ever-changing investment landscape.

As a fee-only registered investment adviser, we have a fundamental fiduciary
duty to provide you advice that is in your best interest, not our own. We treasure our
independence, and we do not accept any form of compensation other than the agreed-upon fees paid to us by our clients.

From an investment management perspective, we use an open-architecture approach. This means that we are able to seek best-in-class third-party strategies and investment managers to help fill every allocated role within your customized portfolio.

We strive to seek out the best and the brightest in each category to help manage the different sleeves of your portfolio for you.

You should have your own best-of-breed team of professionals to serve you. Based on this philosophy, we partner with other professionals, such as attorneys and CPAs,
whom your family has chosen. We understand the importance of estate planning and tax management within a wealth management environment and will work with your lawyers and accountants to help mitigate the negative impact of taxes, attain your charitable goals, and pass assets on to the next generation according to your wishes.

Our team has a wealth of experience and depth of background uncommon amongst other advisors, which we believe help make us uniquely qualified to serve our select clientele. Our senior members average more than 20 years of experience. Two of these members have led wealth management teams for nationally recognized firms. Our team also consists of individuals who hold some of the following credentials- including CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Juris Doctor (JD), and Masters of Business Administration (MBA). But we’re more than our resumes and credentials. At our core, we’re independent financial advisors who are striving to give you honest, unbiased guidance in a world riddled with conflicts of interest. We invite you to experience truly independent wealth management with United Capital Moline.

Meet Our Moline Financial Advisor Team

Our United Capital Team Location

1509 River Drive
Moline, IL 61265

Telephone: 309-762-0111
Facsimile: 309-762-0127

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Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

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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 affects 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. Discover your MoneyMind®now.

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

*Award not indicative of investment performance.