United Planners

United Planners is a national wealth management firm with over 500 financial professional affiliates that provide financial planning, investment management and insurance services. Established in 1987, United Planners is proud of its true independence and its “Adamantly Not For Sale” stance because it is 100% owned by its employees and financial professionals. 

United Planners provides back-office support and industry leading technology solutions to its affiliated independent financial professionals who help investors manage their wealth to achieve their goals & objectives.  

United Planners is uniquely structured as a limited partnership which offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community.   

United Planners is open architecture offering flexible, efficient, and low cost solutions to empower its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3.   

United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.