Founded in 2014, United Wealth Management, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm. The company provides comprehensive financial planning, investment management, and retirement plan consulting services. Operating under a fiduciary standard, their mission is to deliver objective, conflict-free financial advice tailored to their clients' individual goals. The firm emphasizes a team-based approach, utilizing the expertise of its CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to serve individuals, families, and businesses.

Founded in

United States