Empowering Advisors for Success

Your Partner in Financial Freedom

Our Story

Built by Advisors, for Advisors

United Advisor Group is dedicated to empowering advisors and their clients through support and innovative financial solutions.

United Advisor Group (UAG) is a Registered Investment Advisor built by advisors for advisors. Our primary mission is to empower financial professionals to achieve financial independence while providing their clients with top-tier financial support. We prioritize a client-first approach, ensuring that families can navigate their financial journeys towards freedom with confidence, without the intrusive distractions of proprietary products. At UAG, our governance is in the hands of our advisors, creating a direct link between their success and the satisfaction of the families they serve.

United Advisor Group is a dedicated platform for advisors, designed to enhance client experiences and support advisory independence. We focus on collaboration and accountability for sustained success.

Dedicated to Advisor Independence

Our mission is to support advisors in providing exceptional client experiences while achieving their personal financial goals.

The History of United Advisor Group

Founded by a group of experienced advisors, United Advisor Group emerged to address the challenges faced by financial professionals in an increasingly complex regulatory environment. The founders recognized the need for a supportive community that prioritizes advisor independence over proprietary interests, cultivating a community that fosters growth and mutual success. With a commitment to innovative practices and continuous improvement, UAG has established itself as a leader in the advisory space, helping advisors deliver unparalleled value to their clients.

UAG continues to evolve by embracing technology and building strategic partnerships, enhancing the advisor-client relationship.

Envisioning a Brighter Future

We aim to create a future where every advisor can confidently run their practice independently, providing exceptional financial guidance to families without constraints.

What Makes Us Unique

Advisor Independence at Its Core

United Advisor Group stands out by offering a unique blend of independence and support. We equip our advisors with innovative tools – like the Sponsor Method for lead generation, training for those seeking to build and manage a virtual family office for their clients, and collaborative resources – enabling them to serve their clients better while ensuring their own financial success.

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Join Us in Redefining the Advisory Experience for Financial Freedom!

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