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Our Core Offer

Digital Client Experience

Reinforce your firm value, daily

Reinvent the way you interact with clients.

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Digital Office

Deliver digital, next-gen tech

Run your business with proven efficiency.

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Coaching For Growth

Employ happier staff

Increase revenue and employee engagement.

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Investment Management

Address fee compression

Making every portfolio personal.

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Disrupt|Demo Award for FinLife® Partners (2016 InVest Conference)

Ernst & Young Entrepreneur of the Year (2015)

Financial Advisor Top RIA (2016, 2015 & 2014)

Financial Times Top 300 Registered Investment Advisers (2016, 2015 & 2014)

Inc. 5000 (2016, 2015, 2014)

Schwab Impact Pacesetter (2014)

Barron’s Top 20 Independent Firms (2016)

Wealth Management Industry Awards: Industry Disruptors (2016)

We Are United

We are passionate. Passionate about our clients. Passionate about changing the industry and how people view it. Passionate about our people – we have great people

Clients assume if you have been managing money for years you know how to do it, what they want is someone who makes it personal. An adviser who goes beyond money to help people make conscious decisions about their entire financial life.


United Capital Is Launched

In 2005 We Opened Our First Four Offices — And A Vision To Change Our Industry

4 Offices United Capital

Empowering People's Financial Lives

In 2009 • Honest Conversations Launched • Advanced Investment Platform Implemented • Expanded Nationally

Honest Conversations Investment Management 24 Offices

Game Changing Innovations Continues

In 2011 • Money Mind Launched • Continued National Growth • UC Brand Strengthens

Your Money Mind 31 Offices

Aspiring To Be A Billion Dollar Brand

In 2014 • Launched Automated Client Guidebooks • New Technology Platform • Expanded Growth Strategies

Client Guidebook New Technology 50+ Offices

Starting a Movement

In 2015 we introduced Financial Life Management

80 Offices Salesforce

Media + Video



We Have Some Great Things to Say…

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Let’s Improve Lives – Together

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