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INDUSTRY AWARDS & RECOGNITION
Disrupt|Demo Award for FinLife® Partners (2016 InVest Conference)
Ernst & Young Entrepreneur of the Year (2015)
Financial Advisor Top RIA (2015 & 2014)
Financial Times Top 300 Registered Investment Advisers (2015 & 2014)
Inc. 5000 (2015 & 2014)
Schwab Impact Pacesetter (2014)
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
Empowering People's Financial Lives
In 2009 • Honest Conversations Launched • Advanced Investment Platform Implemented • Expanded Nationally
Game Changing Innovations Continues
In 2011 • Money Mind Launched • Continued National Growth • UC Brand Strengthens
Aspiring To Be A Billion Dollar Brand
In 2014 • Launched Automated Client Guidebooks • New Technology Platform • Expanded Growth Strategies
Starting a Movement
In 2015 we introduced Financial Life Management
Contact Us
855.296.1759
Let’s Improve Lives – Together
Fidelity Investments is an independent company, unaffiliated with United Capital Financial Advisers. There is no form of legal partnership, agency affiliation, or similar relationship between United Capital and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by United Capital and does not guarantee or assume any responsibility for its content.
Fidelity Investments is a registered service mark of FMR LLC.
Fidelity Clearing & Custody Solutions provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 761369.4.0
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