United Planners

United Planners is a national wealth management firm headquartered in Scottsdale, Arizona. Established in 1987, the company employs 191 individuals and generates approximately $50 million in annual revenue. As a limited partnership, United Planners offers ownership opportunities and profit sharing to its employees and financial professionals. United Planners provides financial planning, investment management, and insurance services to investors. The company's open-architecture model offers flexible and scalable solutions to its network of independent financial professionals, who work with clients to manage their wealth and achieve their financial goals. United Planners also provides back-office support to these professionals. What sets United Planners apart is its “Adamantly Not For Sale” stance. As 100% employee-owned, the company emphasizes its independence and commitment to serving the needs of its financial professionals and clients, fostering a culture built on passion and shared success. For more information about United Planners and its services, visit www.UnitedPlanners.com or call 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC), a Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA), and a member of the Securities Investor Protection Corporation (SIPC).