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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.... Read more


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 & consolidated at the expense of the advisors. Our LP advisors & qualified employees share in the profits of the Firm. Our partnership structure has not changed since it began in 1987. This demonstrates stability, our advocacy for being fiercely independent & the ability to control our own destiny. We take pride in our ability to maintain a selective process to the advisors we allow to join the Firm to support our high standards and strong family-like culture where everyone knows your name.... Read more


Our Vision is to consistently deliver impeccable service while fostering a collaborative personable culture of fiduciary-minded advisors, employees, business partners and associates.... Read more


Our Mission is to be the premier employee and advisor owned partnership of elite financial professionals mutually committed to exceeding client expectations.... Read more

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.... Read more


Scottsdale, AZ


80 US Employees


Investment Management

Recent Awards