Wealth This Complex Deserves Advice This Coordinated
United Financial Planning Group brings together CFP® professionals, CPAs, and Enrolled Agents under one roof — so your financial plan, investment strategy, and tax picture are never managed in silos.
At This Level, Disconnected Advice Has Real Consequences
Significant wealth creates complexity across accounts, assets, taxes, and generations that multiple advisors working in silos cannot manage well — and the cost of misalignment grows as the numbers do.
Your wealth is managed in disconnected pieces
At this level of wealth, you've likely accumulated multiple advisors — a financial planner, an investment manager, a CPA, possibly an estate attorney — each managing their piece without meaningful coordination with the others. A tax-efficient withdrawal strategy can work against your estate plan; a Roth conversion can affect your charitable giving calculus. When those advisors don't share information, opportunities get missed and costly surprises appear at year-end.
Concentrated positions create risk and tax exposure
A large stake in a single stock — whether from equity compensation, an inheritance, or a business sale — creates both portfolio risk and a significant tax liability. Managing one without considering the other is a costly mistake.
Estate planning requires more than a will
Trusts, gifting strategies, generation-skipping transfers, and charitable vehicles each carry their own tax and legal implications. Coordinating them across generations takes more than occasional check-ins with an estate attorney.
Cookie-cutter allocation models weren't built for you
Standard portfolio models don't account for your trust accounts, your stock options vesting schedule, your DAF, or your plans for the business you're still building. Your situation is specific — your advice should be too.
One Team for Your Wealth, Taxes, and Legacy
Our CFP® professionals, CPAs, and Enrolled Agents work together on every dimension of your financial life — from investment strategy and tax planning to multi-generational wealth transfer.
Investment Management
We manage portfolios with your full financial picture in mind — including tax consequences, concentrated positions, and multi-account coordination across taxable, retirement, and trust accounts.
Learn moreTax Planning
Our CPAs and Enrolled Agents work alongside your financial planner year-round — not just at tax time — to identify opportunities for tax-loss harvesting, Roth conversions, and charitable giving strategies.
Learn moreFinancial Planning
From liquidity events to multi-generational wealth transfer, our CFP® professionals build plans that account for the complexity of significant wealth — and revisit them as your life evolves.
Learn moreTax Preparation
Because your tax returns are prepared by the same team managing your financial plan, nothing gets lost in translation. Your return reflects the strategy, not just the transactions.
Learn moreWhat 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.
Guidance from our team of CFP® professionals, CPAs, and Enrolled Agents. Meet the team
Last updated: March 2026
We Also Work With
Our integrated approach helps people across many financial situations.
At United Financial Planning Group, CFP® professionals, CPAs, and Enrolled Agents work together on your retirement — so your withdrawal strategy, tax plan, and estate considerations are built as one cohesive whole, not handed off between offices.
United Financial Planning Group brings CFP® professionals, CPAs, and Enrolled Agents together under one roof — so your equity events, tax strategy, and long-term wealth all move in the same direction.
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.