Fiduciary Financial Advisor
Long Island | NYC | 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 New York City.
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
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.
Wealth Management
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.
Tax Planning & Preparation
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.
Why Fiduciary Financial Advisors? Why Fee Only?
Choosing a fiduciary, fee-only financial advisor is one of the most important decisions for your financial health. At United Financial Planning Group, we integrate comprehensive financial planning, proactive tax planning, and customized investment management—all designed to maximize your wealth while minimizing taxes and fees.
We are bound by the fiduciary oath to put your best interests first. Unlike commission-based advisors, we are never incentivized to sell investment products, ensuring every recommendation aligns with your specific goals and long-term financial success.
Fiduciary Oath
Full Disclosure
Transparent Fees
No Commissions
Fee-Only Financial Planning
Our recommendations are based on what’s best for you, not what’s best for our bottom line. We never earn commissions or sell products.
One Stop Shop
Experience the convenience and efficiency of having your financial planning, investment management, tax planning, and tax preparation and filing all under one roof. Our integrated approach ensures every aspect of your financial life works in harmony, eliminating gaps and maximizing opportunities.
Wealth Management Long Island
Our Fee-Only Investment Managers are focused on helping you reach your goals through recommendations aligned with your objectives and tax-efficient strategies that preserve and grow your wealth.
Transparency In All That We Do
Every aspect of our service—from fee structures to investment choices to tax planning strategies—is communicated clearly and openly so you always understand the value you receive.
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)
