Integrated Financial Planning, Wealth Management & Tax
United Financial Planning Group brings financial planning, investment management, tax planning, and tax preparation together under one roof, so every decision works in concert, not in conflict.
Fee-Only, Fiduciary. No commissions, ever.
Press mentions and professional memberships
- GOBankingRates
Press logos reflect mentions of our team and are not ratings or endorsements of our services. See the articles
What Changes When Everything Works Together
Some advisory firms focus on one service and refer the rest to others. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning are considered together, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life by CFP® professionals and CPAs working together.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round tax planning and preparation from CPAs and Enrolled Agents who already know your financial story.
Learn moreFee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
Years of experience
Under management
States served nationwide
What Our Clients Say
Interviewing Financial Advisors?
Before you decide, see the questions worth asking, starting with fiduciary duty and how an advisor is paid.
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Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.
