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The most important aspect of any belief is the implantation of the belief.

Ray Gettins – United Advisor Group

Character may almost be called the most effective means of persuasion.

– Aristotle – Stevie Loveless Empire Capital

How you do anything is how you do everything.

Ray Gettins – United Advisor Group

An Independent RIA created by Independent Investment Professionals

Perspective & Experience

United Advisor Group is an Independent RIA created by independent investment professionals to deliver the right products & solutions for each advisors’ client.

About Us

Mission

We exist to provide an equitable, adaptable solution for client-driven, independent advisory firms.

Vision

We believe that advisors succeed by doing good for others. By leveraging the powers of experience and scale, it is our vision to be the most efficient, transparent, comprehensive, equitable compliance and operations solution available to independent advisors who are driven by their clients’ success.
At United Advisor Group, our vision is to empower individuals and businesses to achieve financial well-being and lasting security. We strive to build a community of informed, confident clients who understand the power of strategic financial planning. Through personalized guidance and a commitment to integrity, we aim to become the trusted partner that clients rely on for their financial growth and peace of mind. Together, we envision a future where everyone can make empowered, informed financial decisions with confidence.

TENETS

  • Pass thru entity. Revenue will flow thru to those who create it.
  • Not for sale.
  • Equity of ownership. Single-Tier Partnership comprised of established, experienced advisory firms.
  • Financial Transparency. Corporate books are open to any member on request.
  • Final Independence. Affiliated offices maintain operational freedom within the structure of compliance.

Why a Single Tier Partnership?

Maintain your brand and leverage the strength and experience of other financial professionals.
  • Professionals working together and creating economies of scale.
  • Not an aggregator. Greater efficiencies and profitability benefits the partners, independent firms and clients.

Technology &
Services

Access to the award winning technology and resources:
  • Customized Performance Reporting
  • Billing & Trading
  • Multiple Custodians
  • Broker-Dealer relationships

Our Experts

Eddie Adkins

PROJECT MANAGER

Serves as the tax technical leader for the Human Capital Services practice.

Steeve West

COMPLIANCE SPECIALIST

Serves as the tax technical leader for the Human Capital Services practice.

Anna Truman

HR BUSINESS ADMIN

As CEO, Antony Karlson is responsible for Financial Company's operations East and Central regions.

Kelly Orlando

MARKET PLANNING

Serves as the tax technical leader for the Human Capital Services practice.

Karla Avala

RISK MANAGMENT

Serves as the tax technical leader for the Human Capital Services practice.

Many Reed

OCCUPANCY

Serves as the tax technical leader for the Human Capital Services practice.

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United Advisor Group by the numbers

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Number of Advisors

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Number of Partners

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Number of Firms

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Number of Client Accounts

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Assets Under Management (Billion)

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    Send Your Message

    [email protected]

    Call Us

    888-242-4912

    Tennessee Office:

    302 Innovation Drive Suite 310,
    Franklin, TN 37067

    Mailing Address/Ohio Office:

    8170 Corporate Park Dr. Suite 300 Cincinnati, OH 45242

    About Us

    An Independent RIA created by Independent Investment Professionals

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    United Advisor Group (“UAG”), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

    Copyright © 2024 United Advisor Group – All Rights Reserved.