Smart Financial Planning for Stony Brook's University & Medical Community
United Financial Planning Group serves Stony Brook's university faculty, medical professionals, and biotech community with integrated financial planning, tax preparation, and investment management, all from our Hauppauge office 12 minutes away.
CFP® professionals, CPAs, and Enrolled Agents serving the Stony Brook community.
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 Stony Brook Professionals Choose United
Stony Brook University and Medical Center anchor this community, creating a concentration of faculty, researchers, and healthcare professionals with specialized financial planning needs.
403(b) and TIAA-CREF optimization
University faculty and hospital employees often have complex 403(b) plans through TIAA. We analyze your allocation, fee structure, and withdrawal options to make sure your retirement savings are working as hard as you are.
Equity compensation for biotech professionals
Stony Brook's emerging biotech corridor means more professionals with stock options, RSUs, and startup equity. We model exercise timing, AMT exposure, and diversification strategies specific to your situation.
Physician retirement and deferred compensation
Senior physicians and medical professionals at Stony Brook Medicine often have complex deferred compensation, supplemental retirement plans, and partnership income. We coordinate these alongside your 403(b) and personal investments for a unified retirement strategy.
Tax planning and investing under one roof
Our team includes both CFP® professionals and CPAs, so your investment decisions, Roth conversions, and tax return are all coordinated, so you're not paying two professionals who never talk to each other.
Fee-only, always
We don't earn commissions or sell products. Every recommendation is legally required to be in your best interest.
The University Employee Advantage
Stony Brook University and Medical Center employees have access to retirement plans that most advisors don't fully understand, including TIAA traditional annuities, CREF variable accounts, and supplemental 403(b) options. The difference between optimal and default allocation can mean hundreds of thousands of dollars over a career. Our team specializes in modeling these options alongside your full tax picture.
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
Also Serving Nearby Communities
Our team works with families and professionals across Long Island. Explore how we serve communities near you.
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.