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864-626-4380
jesse.hansford@proplanwealth.com


Who We Are
About The Unified Advisor Group

 With a combined 70 years of leadership experience, Unified Advisor Group was created with the goal of balancing the freedom of a truly independent advisor with the value proposition of an exceptionally strong network.

For both our clients and the advisors we partner with, we stand by a simple mission statement:

We do what we say we will do

For our advisor partners, we offer flexible continuity and succession planning, backed by a wealth of previous experience and support resources. Our attention to detail and service is why we proudly refer to our service and operations as 

The Unfied Advisor Group Experience.

Want to know more?  Download our free whitepaper today.

Meet The Team 
Who You Will Be Working With

Join us at UAG and experience the difference our dedicated service team can make in taking you and your business to the next level.

Our Team members

Wesley Frierson

Wesley Frierson

BFA™, SE-AWMA®; Chief Executive Officer

Jesse Hansford

Jesse Hansford

CFP®, CPFA®, BFA™; Chief Operating Officer

864-626-4380

Deborah Johnson

Deborah Johnson

Administrative Director

Devyn Bond

Devyn Bond

Investment Specialist

Kelly Eldridge

Kelly Eldridge

CPFA®; Wealth Planner & 401(k) Service Specialist

Kim Ertle

Kim Ertle

Advisor Service Director

Our Accreditations 
Setting the Standard

Certified Financial Planner 
(CFP®)


This certification demonstrates a commitment to ethics and competency in providing comprehensive financial planning services to individuals and families. CFP® professionals are trained to help clients navigate various areas of financial planning, including retirement planning, investment planning, tax planning, risk management, and estate planning.

Certified Plan Fiduciary Advisor (CPFA®)


Granted by the National Association of Plan Advisors (NAPA), this certification signifies that a financial professional has demonstrated expertise and experience in working with retirement plans, particularly employer-sponsored plans like 401(k)s and 403(b)s. It's designed to help advisors act as fiduciaries or assist plan fiduciaries in managing their responsibilities.

Chartered Life Underwriter (CLU®)


The CLU (Chartered Life Underwriter) designation signifies expertise in life insurance and estate planning. It's a professional designation for financial advisors who have demonstrated in-depth knowledge of risk management, life insurance law, and the practical application of these concepts within estate and business planning.


Our Purpose
Mission & Vision

The UAG Mission - Our mission is to empower independent financial advisors by providing comprehensive and collaborative support for their operations and investment strategies, enabling them to focus on building client relationships and expand their clientele while continually adding value to their business.

The UAG Vision - Our vision is to be the leading partner for independent financial advisors, revolutionizing the way they operate and manage investments. We envision a future where advisors are liberated from administrative burdens and can fully dedicate themselves to fostering meaningful connections with clients. By continuously innovating and adapting to the evolving needs of the financial industry, we aspire to create a dynamic ecosystem where advisors thrive, clients prosper, and excellence becomes the standard.


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