We Help Financial Advisors Win

Your Three Keys to Unlocking Success

By partnering with United Capital through an acquisition or by joining one of our 92* offices across the country, we strive to deliver all three.

1

Making clients happy by helping them live richly.

2

Growing revenue and staff opportunities.

3

Being freed from day-to-day management.

What We Offer

A United Capital partnership comes with full access to the entire FinLife CX process and system.

Client Experience

Client Experience

We invest millions of dollars in financial advisory systems and tools, so you can offer a repeatable, customized experience that engages your clients and helps them understand what really matters to them.

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Financial Advisor Experience

Financial Advisor Experience

We provide the infrastructure and financial advisor coaching training to scale and grow, along with a team to support the investment and risk requirements of your clients and business.

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Administrative Functions

Administrative Functions

We take care of the accounting, compliance, payroll, marketing, HR, and technology so you can focus on what your clients really care about.

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United Capital Partners Tell Their Stories

The decision to sell your financial advisory firm and identify the best strategic partner for your clients and employees is among the most critical decisions a firm owner can make. Understanding your choices and what differentiates one option from the next involves clarifying what’s most important to your firm.

Meet Our Team

Matt Brinker

Head of Acquisitions, Chief Business Development Officer

Brian Church

NATIONAL RECRUITING CONSULTANT

brian.church@iwa.unitedcp.com

Ready to Speak With Us About a United Capital Partnership?

Let's Talk

* Data as of 1/31/2019