Your Destination Hybrid Partner With Offices Nationwide Since 1987
...and Adamantly Not For Sale!

Join UP

If you are an advisor considering affiliating with United Planners, click the link below to download our eKit.  Read below to learn more about the Steps of Affiliation and JoinUP to the new level of partnership today!

Download eKit

About us

Learn more about our history, vision, leadership team and social activity on official UP site.

Get Info

White Papers & Resources

Find some of the resources United Planners has created to address many of the challenges facing the industry and what we've done as a firm to combat those.

White Papers & Resources