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INDEPENDENT BUT NOT ALONE…
IT’S A PARTNERSHIP

United Planners is advisor owned and ADAMANTLY NOT FOR SALE. This is your destination independent hybrid broker-dealer and RIA friendly firm servicing consummate financial professionals, with offices nationwide, since 1987.

CYBERSECURITY

United Planners is an industry leader in cybersecurity with innovative technology and relationships to help keep your data secure and your clients protected.

WHAT EMPLOYEES SAY

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Culture & Leadership

Brian Kobel
Product Support Specialist

Bigger is not always Better!

Ken Brundage
Trader

Why do you enjoy your role at United Planners?

Linda Bradle
Home Office OSJ Manager

wHAT ADVISORS SAY

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“Ultimately it comes down to service and flexibility”

Victor Navarroli
Managing Partner
Carolina Wealth Partners

Be a Connector

Eric Hemingway, AIF
Founder & Managing Partner
Hemingway Wealth Management

Being a female Financial Planner comes with challenges

Lindsey Chrystan
President
Success Financial Group

PARTNER DEVELOPMENT CONTACTS