About United FPG
Multifaceted, Fee-Only, Fiduciary
United Financial Planning Group embodies a philosophy of transparent, insightful financial guidance. We stand as a beacon of impartial advice in an industry often swayed by commissions. Our fee-only structure underscores our commitment to putting clients’ interests first.
While “financial advisor” is not a protected term, the trust placed in one should be sacred. Amidst a field driven by sales, we rise above with an unwavering pledge to fiduciary duty. Our expertise is rooted in years of dedicated financial study and client advocacy, not mere sales tactics.
At our core, a team of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs uphold the highest fiduciary standards. We forge paths to financial success through a fusion of planning, tax expertise, and wealth management. Our multifaceted approach ensures every aspect of our clients’ financial well-being is nurtured towards growth and resilience.
No Commissions, Ever!
Your interests come first!
All of our advisors are required to bear the prestigious CERTIFIED FINANCIAL PLANNER™ designation. Our advisors are real Financial Advisors, not salespeople.
Our CPA’s and Enrolled Agents make sure every move we recommend is a tax efficient one.
Why choose us
Your Best Interests First, Long Island & NYC Fiduciary Advisors
Fiduciary
As fiduciaries, our responsibility is to you and you alone, ensuring that every piece of advice and every strategic decision is made with your best interests at heart. We are not swayed by commissions or sales incentives. Instead, we measure our success by the quality of life our clients’ experience throughout retirement. We achieve this by always putting the client’s needs and goals first.
Independent
Our independent status empowers us to prioritize your needs without corporate constraints, delivering tailored strategies that align with your individual financial goals and aspirations. Experience the difference that dedicated, client-focused care can make in your financial journey.
Expertise
Our decades of experience and commitment to the industry has led us to obtain several important industry designations. These include CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Enrolled Agent (EA).
