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- United Planners Financial Services
United Planners Financial Services
United Planners is a national wealth management firm that provides financial planning, investment management and insurance services. Established in
1987, United Planners is proud of its true independence and its stance of being “Adamantly Not For Sale” because it is majority owned by its financial
advisors. United Planners provides back-office support to independent financial advisors, who then help investors manage their wealth to achieve a
variety of goals & objectives.
1987, United Planners is proud of its true independence and its stance of being “Adamantly Not For Sale” because it is majority owned by its financial
advisors. United Planners provides back-office support to independent financial advisors, who then help investors manage their wealth to achieve a
variety of goals & objectives.
Purpose
The Value of True Independence, Partnership, and Culture: Being truly independent & adamantly not for sale is our top priority. Our heritage is
predicated on our unique partnership structure as a privately owned & operated LP, with no outside ownership or controlling interests. Our partnership
structure enables our employees & advisors to have ownership & control that proves its value as we see our competitors get bought, sold &... Read more
predicated on our unique partnership structure as a privately owned & operated LP, with no outside ownership or controlling interests. Our partnership
structure enables our employees & advisors to have ownership & control that proves its value as we see our competitors get bought, sold &... Read more
Vision
Our Vision is to consistently deliver impeccable service while fostering a collaborative personable culture of fiduciary-minded advisors, employees,
business partners and associates.
business partners and associates.
Mission
Our Mission is to be the premier employee and advisor owned partnership of elite financial professionals mutually committed to exceeding client
expectations.
expectations.
Additional Culture Details
Our continued growth is achieved by attracting and retaining the “Ideal Advisor” through dynamic open-architecture platforms and technologies built to
increase efficiency while offering business and practice management solutions that result in valued and trusted relationships between the home office,
our advisors and their clients.
increase efficiency while offering business and practice management solutions that result in valued and trusted relationships between the home office,
our advisors and their clients.