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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 (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.
2005
United Capital Is Launched
In 2005 We Opened Our First Four Offices — And A Vision To Change Our Industry
2009
Empowering People's Financial Lives
In 2009 • Honest Conversations Launched • Advanced Investment Platform Implemented • Expanded Nationally
2011
Game Changing Innovations Continues
In 2011 • Money Mind Launched • Continued National Growth • UC Brand Strengthens
2014
Aspiring To Be A Billion Dollar Brand
In 2014 • Launched Automated Client Guidebooks • New Technology Platform • Expanded Growth Strategies
2015
Starting a Movement
In 2015 we introduced Financial Life Management
Contact Us
855.296.1759
Let’s Improve Lives – Together
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