Your Destination Hybrid Partner With Offices Nationwide Since 1987

Ideal Advisor

United Planners focuses on selecting the “Ideal Advisors” for this Firm.  We choose to build lasting relationships with the successful, client-centric advisors that embrace our culture. 
 
The “Ideal Advisor” is:
A highly ethical, passionate and fiduciary-focused professional that places a client’s needs first.  They are client-centric, kind and compassionate entrepreneurs that maintain a culture of compliance and are committed to the financial services industry.  They value our vision, mission and culture.  They are trusted partners who work collaboratively with their fellow partners.