Fiduciary Financial Advisor
Long Island | Manhattan | Nationwide

United Financial Planning Group LLC is a Fee-Only financial planning, wealth management, and tax planning firm. We are based in Long Island, with locations in Hauppauge, Lake Success, and Manhattan.

Our team of CPA’s and CERTIFIED FINANCIAL PLANNER™ professionals uphold the highest fiduciary standards, forging a path for our clients’ financial success through a fusion of financial planning, tax expertise, and wealth management. Our multifaceted approach ensures that every aspect of our clients’ financial health is nurtured toward growth and resilience. Entrust your journey to a partner that values transparency and your success above all.

Financial Planning

Fiduciary Financial Advisor Discussing Financial Planning with clients

Unlock your financial potential with our comprehensive planning services. From retirement goals to investment strategies, our CFP® professionals provide personalized strategies to secure your financial future.

learn more

Wealth Management

Investment Manager going over a clients investments

Maximize your wealth with our expert investment management services. Tailored investment strategies and continuous portfolio oversight ensure your assets work as hard as you do.

Learn more

Tax Planning & Preparation

Piggy Bank being protected from taxes

As a full-service accounting firm in addition to our financial advisory services, we eliminate the worries and inefficiencies that often arise when your financial advisor and accountant are not communicating effectively.

Learn more

Why Fiduciary Financial Advisors? Why Fee Only?

Choosing a fiduciary, fee-only financial advisor is one of the most important decisions you can make for your financial health. At United Financial Planning Group, we embody both of these crucial principles, ensuring that our clients receive advice that is in their best interest.

We are bound by the fiduciary oath to always put your best interests first. Unlike commission-based and fee-based advisors, we are never incentivized to sell you high fee investment products.

Fiduciary Oath

Full Disclosure

Transparent Fees

No Commissions


Fee-Only Financial Planning

Our recommendations are based solely on what’s best for you, not what’s best for our bottom line.

No Commissions, Ever!

We do not earn commissions. This means we are not incentivized to sell you specific products; our only “product” is our expertise and our commitment to managing your wealth effectively.

Wealth Management Long Island

Our Fee Only Investment Managers are focused on helping you reach your goals through unbiased recommendations.

Transparency In All That We Do

Every aspect of our service, from fee structures to investment choices, is communicated clearly and openly.

30+ years of experience. Expert Financial Advisors in Long Island | Manhattan, NY | 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!

$250 M+

Assets Under Management (AUM)

What Others Are Saying

As Seen In

forbes

Reach out to Us Today to Learn more

Proud Member Of Esteemed Associations

Garrett Planning Network Member
AICPA Member
National Association of Personal Financial Advisors Member
Wealthtender Certified Advisor Reviews
Fee Only Network Member
XY planning Network Member