Fee-Only Financial Advisor on Long Island
United Financial Planning Group brings financial planning, investment management, tax planning, and tax preparation together under one roof, with offices in Hauppauge and Lake Success serving Long Island families.
CFP® professionals, CPAs, and Enrolled Agents in Hauppauge & Lake Success.
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, 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.
Why Long Island Families Choose United
Long Island's financial landscape is uniquely complex: high property taxes, significant commuter costs, and layered state and local tax obligations. We built our firm to address exactly that.
Tax planning and investing under one roof
Most Long Island families use a separate CPA and financial advisor who never talk to each other. Our team includes both, so your investment strategy, Roth conversions, and tax return are all coordinated.
Built for NY's tax complexity
New York State's combined tax burden is among the highest in the country. We build every financial plan around that reality, from SALT deduction strategies to retirement withdrawal sequencing.
Two Long Island offices
Meet with us in Hauppauge (Suffolk County) or Lake Success (Nassau County). We also serve clients virtually across all 50 states.
Deep Long Island roots
Gerry Barrasso, CPA, CFP® began his career in finance in 1991 and built United around Long Island families. We understand this community's financial complexity because we've lived and worked here for decades.
Fee-only, always
We don't earn commissions or sell products. Every recommendation is legally required to be in your best interest. No exceptions.
The Long Island Tax Advantage
For Long Island residents, smart tax planning isn't optional; it's essential. Between New York State income tax, high property taxes, and the SALT deduction cap, the financial decisions that matter most are the ones that reduce your lifetime tax burden. Our team handles your investment strategy, Roth conversions, charitable giving, and tax return preparation, all coordinated to keep more of what you've earned.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
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 strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-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
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.