United Financial Planning Group Can Help You Achieve Your Investment Goals
We’ve helped hundreds of clients reach their goals through:
- Comprehensive, Tailored Financial Planning
Strategies designed around your specific situation—retirement, business ownership, family goals, and more. - Customized, Tax-Efficient Investment Management
Portfolios aligned with your risk tolerance, timeline, and life objectives. Always aligned to your custom tailored financial plan - Proactive Tax Planning & Preparation
In-house CPAs and Enrolled Agents help minimize your tax burden and keep more money working for you. - A Fiduciary Duty to Always Put Clients First
As an independent, fee-only firm, we have no commissions or proprietary products. We succeed when you succeed.
Why choose us
What Makes Us Different?
Not just Investment management
Our service model emphasizes a synergy of comprehensive financial planning, proactive tax planning and preparation, and customized, tax-efficient investment management tailored to each client’s specific goals. We believe in aligning every aspect of financial strategy to maximize wealth, minimize taxes & fees, and ensure long-term financial success for his clients.
Independent, Fiduciary, and Fee-Only
As an independent firm, we’re free from corporate sales quotas, proprietary products, and outside incentives that could compromise your best interests. Our fiduciary, fee-only model further ensures transparency and complete alignment with your financial goals.
CPA Tax Experts In-House
With our in-house CPA tax experts, you’ll never again have to worry about coordinating communication between your CPA and CFP®. We seamlessly integrate financial planning, investment strategy, and tax strategy, ensuring your tax situation is fully optimized and aligned with your financial goals. Additionally, we prepare and file your tax returns directly in-house—a service few other firms can provide.
About United FPG
A different finance & investment company dedicated to your needs
United Financial Planning Group is an independent, fee-only financial planning and wealth management firm founded on the principle of putting clients’ interests first.
Our service model emphasizes a synergy of comprehensive financial planning, proactive tax planning and preparation, and customized, tax-efficient investment management tailored to each client’s specific goals. We believe in aligning every aspect of financial strategy to maximize wealth, minimize taxes & fees, and ensure long-term financial success for his clients.
United FPG works with retirees, those nearing retirement, small business owners, high-net-worth individuals and families, and high-earning professionals.
As fiduciaries, we maintain transparency, free from commissions or proprietary products, ensuring our clients’ best interests come first.
30+ years of experience. Expert Financial Advisors in Long Island | NYC | and Nationwide
At United Financial Planning Group, we pride ourselves on the collective depth and breadth of our team’s experience. Spanning decades in wealth management, financial planning, tax advisory, and business management, our expertise is not just extensive; it’s synergistically woven together to offer you a comprehensive approach to financial well-being.
400 +
Successful clients
Fully Independent
free from corporate constraints. Our firm is able to focus on your best interests.
Fee-Only
No Commissions, Ever!
$300 M+
Assets Under Management (AUM)