One Firm. Every Discipline. Three Decades of Experience.
United Financial Planning Group was founded on a simple conviction: the most effective financial advice can't happen in a silo.
Meet Gerry Barrasso, CFP®, CPA, PFS
Gerry started his career as a tax preparer, sitting across the table from clients, reviewing their returns, and getting an unusually complete view of their financial lives. That work brought him into regular contact with the investment advisors those same clients were working with, and what he saw troubled him.
Too many of those advisors had no fiduciary obligation to their clients. Their compensation was tied to the products they sold, not the outcomes they delivered. When an advisor's income depends on commissions, the incentive structure doesn't always point in the same direction as the client's best interest. Gerry knew he could do better.
He built United Financial Planning Group around a fee-only, fiduciary model. No commissions. No product sales. Clients pay us directly, and that's the only way we get paid, which means our focus stays on giving the best advice we can.
But the fee-only structure was only part of the vision. As both a CFP® professional and Certified Public Accountant, Gerry had seen something else the industry was getting wrong: the way financial advice was fragmented across separate professionals who rarely spoke to each other. Your investment advisor didn't know your tax situation. Your accountant didn't know your retirement timeline. Your estate attorney didn't know any of it.
The consequences were real and costly. Retirement distributions taken in the wrong order. Tax-loss harvesting done without considering the full portfolio. Roth conversions that made mathematical sense in isolation but created unexpected tax bills in practice. Good decisions made in silos that turned into bad outcomes in combination.
Gerry built United to solve both problems at once: a firm where the advice is genuinely client-focused, and where the people giving it actually talk to each other. Today, that means a team of CFP® professionals, CPAs, and Enrolled Agents working together under one roof, treating your financial life as the interconnected system it actually is.
“I've spent my career watching brilliant people lose money not because they made bad decisions, but because the people advising them never talked to each other. We built United to fix that.”
- Gerry Barrasso, CFP®, CPA, PFS
What We Believe
Integration over fragmentation.
Your investments affect your taxes. Your taxes affect your retirement timeline. Your retirement timeline affects your estate plan. We treat your financial life as one interconnected system, because that's what it is.
Transparency over complexity.
You should always know what you're paying, why we're recommending something, and what the alternatives are. No jargon to hide behind. No fine print to discover later.
Alignment over salesmanship.
As a fee-only fiduciary, we earn our living by giving good advice, not by selling financial products. Our incentives are simple: when you do well, we do well.
A Team Built for Complexity
United isn't a financial planning firm that happens to do taxes, or an accounting firm that dabbles in investments. We deliberately built a team with deep expertise across every discipline your financial life touches.
In-house capabilities
- CFP® professionals for comprehensive financial and retirement planning
- Certified Public Accountants (CPA) for advanced tax planning and preparation
- Enrolled Agents (EA) for tax representation and specialized tax guidance
- Personal Financial Specialist (PFS) designation combining accounting and financial planning expertise
Held to the Highest Standards
United Financial Planning Group is a proud member of NAPFA, the nation's leading organization of fee-only financial planners. We also maintain active memberships with:
Ready to Stop Coordinating Between Advisors?
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.