Empowering Financial Freedom
Transforming Futures Through Advisor Independence and Client Focus
Unlock your potential with United Advisor Group, where advisors achieve success through independence, a strong client focus, and the support they need to thrive.
01
We support your independence
United Advisor Group was created to facilitate an amazing advisor/client experience. There are no distractions from broker/dealer proprietary products and there is no fear of poor management behavior that ignites the ire of the regulators.
02
Your clients come first
When clients feel more confident about their experience and potential outcomes, they serve as your advocate. The best way to accomplish this is to identify and track their progress towards the fulfillment of their family obligations (college funding, their own retirement, weddings, etc.)
03
Bring a virtual family office experience to those who would otherwise not qualify
For many years this service model was reserved for families who had over $100 million. New technologies, more innovative financial programs, and in-house training allow our advisors the opportunity to build a service model that enables the collaborative effects of strategic relationships.
04
Innovative Marketing Methods
The distractions of a heavy compliance burden have been removed. Since most advisors have never truly had the opportunity to run their business like a business, training and coaching is available to extract the best from your CRM, sales funnel, KPI’s, and access to one of the most innovative lead generation tools ever seen in the industry.
Discover the United Advisor Group’s Vision
Our Story
A recurring revenue model increases shareholder value.
Imagine carving out an annual marketing/sales budget. Increase revenue and book valuation using our tools. We support this idea with facts and figures to help you make positive changes to your practice.
Join Our Movement
Experience a New Standard in Client-Advisory Relationships
What Makes Us Unique
Advisor Independence at Its Core
We prioritize advisor independence and client satisfaction without proprietary product distractions and broker/dealer compliance burdens.
Focus on client success
Enhanced advisor training
Innovative marketing strategies
Freedom to solve client problems without the pressure to sell proprietary products – Wide Open Field
Tailored Financial Solutions – Find Your Unique Path
Successfully fulfilling family outcomes
Collaborative Advisor Partnerships
What Our Advisors Say
Real Experiences, Real Success
Stories
Kevin Komar
Craig Wright
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.