United Capital Founder and CEO, Joe Duran, created our company to help people live richly.
Joe Duran was 34 years old when he and his partners sold their company to General Electric—an unimaginable outcome considering his childhood. Today, he leads the number two U.S. independent advisory firm.*
When it comes to money, what most advisors talk to you about is not what you talk about. Joe explains the critical difference between the traditional approach to wealth management and Financial Life Management.
The Money Code book provides tips to help you improve your financial life right now.
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.
*Barron’s 2018 Top 40 Independent Advisory Firm list. Awards are not indicative of investment performance.