United Capital Financial Advisers, LLC

United Capital Financial Advisers, LLC, based in the US, focuses on wealth management and personalized financial planning services tailored to clients' individual needs and financial aspirations. Founded in 2005 and headquartered in Newport Beach, US, United Capital Financial Advisers, LLC provides wealth management services. The firm was co-founded by Joe Duran, Caryn Westman, Francisco Villa, and Liang Hu. In August 2023, the company was acquired by Creative Planning, LLC from Goldman Sachs & Co.

LLC for USD 750. 00 mn, marking a significant strategic shift. United Capital Financial Advisors specializes in comprehensive wealth management and personalized financial planning services. Their core offerings include customized investment strategies, estate planning, income tax planning, and business services designed to align with clients' individual values and financial goals.

By understanding clients' mindsets, advisors create tailored financial strategies aimed at enhancing financial well-being for a diverse clientele across the United States. United Capital Financial Advisors generates revenue primarily through advisory fees for their wealth management services. Clients engage in a fee-based model, which may include a percentage of assets under management or fixed fees for specific services like financial planning. The firm's revenue is significantly bolstered by comprehensive retirement planning services that assist clients in creating sustainable income strategies for retirement.

Following a recent acquisition, United Capital Financial Advisers, LLC plans to leverage its resources for expansion. The firm aims to enhance its service offerings and possibly target new geographic markets. The acquisition by Creative Planning, LLC will facilitate a focus on asset and wealth management solutions, utilizing the USD 750. 00 mn from the acquisition to support these strategic initiatives.