Welcome to United Capital Ann Arbor

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

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Awarded #2 on Barron's Top 40 independent advisory firm list for 2018*

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Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Paul Messiter
Senior Wealth Adviser
Dana Underwood
Director of Operations
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Paul Messiter, CFP®, CIMA®

Senior Wealth Adviser

paul.messiter@unitedcp.com

Pau lMessiter is a Certified Financial Planner® and a Certified Investment Management Analyst℠ professional with nearly 25 years of experience in financial services. Prior to joining United Capital, he worked as a Senior Investment Counselor with StanCorp Investment Advisers and served as a vice president for Tisch Investment Advisory, Inc. Paul began his career working as an Auditor for a large national accounting firm.

Paul oversees the personal finances for select individuals and small businesses in southeast Michigan. Because of the complexity and global nature of today’s economy, it is imperative that his clients’ financial affairs are being handled properly. With his background in a broad range of financial disciplines, Paul can help.

Paul is a member of the Financial Planning Association and the Investment Management Consultants Association. He received his Bachelor’s Degree in Business Administration from Ohio State University and a Master’s Degree from Eastern Michigan University.

Paul makes his home in Ann Arbor with his wife and four teenagers. In his free time, Paul enjoys outdoor activities, including golfing, running and swimming.

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Dana Underwood

Director of Operations

dana.underwood@unitedcp.com

With more than 15 years of financial services industry experience, Dana Underwood provides financial planning and portfolio management support to the Ann Arbor office wealth advisers. She earned a Bachelor of Business Administration from Cleary University and holds a Series 65 license.

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5340 Plymouth Road, Suite 107
Ann Arbor, MI 48105
734-994-1188

*Award not indicative of investment performance.