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


Legacy, Exit & Acquisition Planning Strategies (LEAPS)

Legacy Planning, Exit Planning & Acquisition Planning are offered by United Planners. It is time to ensure your family and clients are protected. Continuity plans can cover unexpected events, while succession plans can cover planned exits. Finding the right person to succeed you can be a challenge. UP can help with Successor Search Solutions! With the Silver, Gold and Platinum level offerings, United Planners can help match you with like-minded advisors under the Successor Search Solutions offering. In addition, UP can help coach you through a successful transition. Partnerships with external resources will substantially reduce the costs of documenting your intentions. Take new LEAPS in your practice!