How We Help
Committed to YOU the Independent Advisor… Fiduciary Services Delivered with Excellence.
What's In It For YOU?
- Independence: You own your book of clients
- Affiliation Options
- Corporate IAR
- Hybrid Model: IAR + RR
- Create/maintain your own DBA and website or leverage the UAG name and website
- Resources
- Tech Stack - Reporting, CRM, Planning, Scheduling, Al Note Taking
- Meaningful Client Content
- Network Effects - Supportive culture promoting growth through idea sharing, best practices, and regular training
What's In it For STAFF?
- UAG W2-Full-time/Part-time Availability
- Employee Benefits
- Access to 401(k) Benefit with Safe Harbor Contribution
- Health Insurance access for full-time employees
- Chaplaincy Services
- Team Camaraderie
- Support
Your Unified Advantage
Free Whitepaper
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UAG’s SERVICE PRINCIPLES
Relationship
First
We take the time to
know and understand
our clients so we can truly
help them maximize their
opportunity for the future.
Straight-Forward
Planning
We believe planning provides
clients Financial Confidence
which brings enrichment,
meaning & satisfaction to the
people & initiatives that are
important to them.
Actionable
Execution
We provide client’s proactive,
process-oriented investment
management, giving them
the comfort of an experienced
advocate assisting them in
prudently managing to their
plan through the noise of
challenging times.
World Class
Service
Timely responses, empathetic
guidance, and a willingness
to educate through difficult
financial concepts, UAG
serves at the pleasure of our
clients. As such, we strive to
serve with excellence.
Let's Get Started
Schedule A Meeting
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.