Wealth Management | Long Island | NYC | Nationwide
Fiduciary Wealth & Investment Management
Investment Advisor Long Island | NYC | Nationwide
Your advisor will develop a custom investment management strategy based on your entire financial situation. We actively manage your portfolio, ensuring it always aligns with your risk tolerance and financial situation.
Unlike most advisors bound to specific companies, we operate independently. This means we are able to seek out the best solution for our client’s needs and ensure every client’s portfolio is aligned with their values as well as our investment philosophy.
We are a Fee-Only firm and all of our advisors have taken the Fiduciary Oath. We will never sell you products or earn commissions on your investments. We are required by law to act with your best interest first.
Unlike most advisors bound to specific companies, we operate independently. This means we are able to seek out the best solution for our client’s needs and ensure every client’s portfolio is aligned with their values as well as our investment philosophy.
We are a Fee-Only firm and all of our advisors have taken the Fiduciary Oath. We will never sell you products or earn commissions on your investments. We are required by law to act with your best interest first.
We believe in
TransparencyIntegrityObjectivityDiligenceTrustProfessionalism
TransparencyIntegrityObjectivityDiligenceTrustProfessionalism
Fee-Only Wealth ManagementWe operate on a fee-only basis, charging a quarterly fee, only. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Wealth ManagementAs fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople Every advisor at United FPG holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation and has taken the Fiduciary Oath. We’ll never sell you products or generate commissions.
Our Investment Philosophy
Wealth Management Long Island | NYC | Nationwide
Low cost/low fee indexingLow cost funds perform the same as high fee funds without the additional expense.
Timing the market presents more risks than opportunities. We believe in low cost indexing to achieve diversification and elite performance.
Timing the market presents more risks than opportunities. We believe in low cost indexing to achieve diversification and elite performance.
Tax Efficiency & Risk Tolerance Tax efficiency is key, this is why we have CPA’s and Enrolled Agents on staff to ensure every move is a tax efficient one.
Portfolio risk must correlate with the clients emotional risk tolerance. It is our job to determine a sweet spot.
Portfolio risk must correlate with the clients emotional risk tolerance. It is our job to determine a sweet spot.
Custom portfolio, based on a comprehensive plan Putting together an investment plan without a comprehensive financial plan is what sales people do. We’re not here to sell you investment products, we’re here to create a custom, constantly adapting investment plan.
Cookie-cutter, age-based portfolios aren’t optimized. Having a custom portfolio, tailored to your complete financial picture is essential. Our approach is dynamic, adapting to changes in your life, goals, and market conditions.
Cookie-cutter, age-based portfolios aren’t optimized. Having a custom portfolio, tailored to your complete financial picture is essential. Our approach is dynamic, adapting to changes in your life, goals, and market conditions.
Your Best Interests First, Always. Long Island Investment Advisor
30+ Years of Experience. Expert Investment Management Services in Long Island & Manhattan, NY
At United Financial Planning Group, our team is responsible for managing over $250M in client assets. Each client’s strategy is unique and has been custom tailored to their scenario. Our clients best interests come first, as we will never earn commissions on investments we recommend.
400 +
Successful clients
Fully Independent
free from corporate constraints. Our firm is able to focus solely on your best interests.
Fee-Only
No Commissions, Ever!
$250 M+
Assets Under Management (AUM)
Fiduciary Financial Advisor
- Your Best Interests First: As fiduciaries, we are legally and ethically bound to place your interests above everything else. This commitment influences every recommendation we make, ensuring decisions are made with your financial well-being as the top priority.
- Expert Guidance Without Bias: Our recommendations are based solely on your unique financial situation and goals. We provide unbiased, expert advice, free from the influence of external incentives or pressures.
Fee-Only Financial Advisor
- Straightforward and Transparent: We operate on a fee-only basis, meaning our compensation comes exclusively from the fees our clients pay for our advisory services. This model eliminates potential conflicts of interest associated with commission-based models. Our fees are listed here.
- Objective and Independent Advice: Without the influence of commission-driven product sales, our advice remains objective and focused solely on what’s best for you. This independence allows us to select from a wide range of investment options to tailor a strategy that truly fits your needs.
What our clients are saying:
“I signed up for wealth management with Gerry Barrasso earlier this year (2023) after being disappointed time and again with the services of my previous commission-based advisors. As a fee-only advisor I have high confidence that Gerry will always put my interest foremost. The process has been very smooth so far and Gerry has been great in creating and explaining a financial plan, running different retirement scenarios and explaining various pros and cons. He is always an email or a phone/video call away whenever I have any questions or need advice related to investments or taxation. The software and website he uses and makes available to clients are valuable add-ons to his service. It’s also been a joy working with the staff at United Financial Planning Group and I am looking forward to a long and rewarding relationship.”
-Sandip Parikh
-Sandip Parikh
“I have been with several financial advisers over the years and was never entirely confident or comfortable. My relationship with Gerry changed all of that as I am now quite at ease that my best interests are being served and it is not just about making money. Gerry is a great guy and a true professional in every way. He maintains the highest level of knowledge and expertise while always focused on the needs and adjustments to be made to your portfolio. Most importantly, he is always there to answer any questions and explain his investment strategies. I give the highest recommendation possible if you are looking for a trusted advisor to serve your financial needs.”
– Michael S Langella
– Michael S Langella
This is my first time working with an advisor for my wealth management, and I know that I, like many, wasn’t sure where to even begin. I did my research and found Gerry. After a fruitful discussion on the phone, we mt in person and many of my fears were alleviated. Gerry, with his knowledge and expertise, took careful time to explain the process and methods he employs in lay language. We tailored a plan to meet my current and long-term goals. I have found him to be very diligent and open to conversation any time. His staff is also diligent and extremely helpful. Highly recommended.”
– Darren W
– Darren W
