Empowering Financial Freedom

Transforming Futures Through Advisor Independence and Client Focus

Unlock your potential with United Advisor Group, where advisors achieve success through independence, a strong client focus, and the support they need to thrive.

Schedule your Introduction Here

01

We support your independence

United Advisor Group was created to facilitate an amazing advisor/client experience. There are no distractions from broker/dealer proprietary products and there is no fear of poor management behavior that ignites the ire of the regulators.

LEARN MORE

02

Your clients come first

When clients feel more confident about their experience and potential outcomes, they serve as your advocate. The best way to accomplish this is to identify and track their progress towards the fulfillment of their family obligations (college funding, their own retirement, weddings, etc.)

Learn more

03

Bring a virtual family office experience to those who would otherwise not qualify

For many years this service model was reserved for families who had over $100 million. New technologies, more innovative financial programs, and in-house training allow our advisors the opportunity to build a service model that enables the collaborative effects of strategic relationships.

LEARN MORE

04

Innovative Marketing Methods

The distractions of a heavy compliance burden have been removed. Since most advisors have never truly had the opportunity to run their business like a business, training and coaching is available to extract the best from your CRM, sales funnel, KPI’s, and access to one of the most innovative lead generation tools ever seen in the industry.

LEARN MORE

Discover the United Advisor Group’s Vision

Our Story

A recurring revenue model increases shareholder value.

Imagine carving out an annual marketing/sales budget. Increase revenue and book valuation using our tools. We support this idea with facts and figures to help you make positive changes to your practice.

LEARN MORE

Download the White Paper here

Join Our Movement

Experience a New Standard in Client-Advisory Relationships

Get to know us. Click here.

What Makes Us Unique

Advisor Independence at Its Core

We prioritize advisor independence and client satisfaction without proprietary product distractions and broker/dealer compliance burdens.

Focus on client success

Enhanced advisor training

Innovative marketing strategies

Freedom to solve client problems without the pressure to sell proprietary products – Wide Open Field

Tailored Financial Solutions – Find Your Unique Path

Successfully fulfilling family outcomes

Collaborative Advisor Partnerships

What Our Advisors Say

Real Experiences, Real Success Stories

★★★★★

“The thing I like about United Advisor Group is the autonomy”

Aaron GrahlmanUnited Advisor Group

“We aim to reduce the costs and pass the savings on to you and your clients.”

Kevin KomarCo-founder of United Advisor Group

“Joining United Advisor Group was transformational for my business”

Chris TasikUnited Advisor group

★★★★★

Aaron Sloan

★★★★★

Craig Wright

Ready to Take Action?

Join Us in Redefining the Advisory Experience for Financial Freedom!

Get Started