Empowering Advisors for Success
Advisors working together to help each other grow & take care of the client.
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.
Ready to Take Action?
Join Us in Redefining the Advisory Experience for Financial Freedom!
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Sponsor
United Advisor Group
Independent but not alone. True partnership for financial advisor independence.
8170 Corporate Park Dr.
Suite 300
Cincinnati, OH 45242
Contact Ray Gettins
(513) 702-7211
www.uagria.com
linkedin.com/in/raymond-gettins-crc-490151
Sponsored Organization:
BraveHearts for Kids
1879 North Neltnor Blvd.
Suite 105
West Chicago, IL 60185
BraveHeartsforKids.org
IRS Approved 501 (c) 3 Public Charity
EIN 270660252
Message from Sponsors
United Advisor Group and Beneficial Business Solutions proudly support BraveHearts for Kids via revenues and connections made through this page. When you choose to work with us, not only do you gain your RIA independence, you help families navigate the challenges of pediatric cancer.
Sponsor Disclosure:
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.