Find An Adviser
Search by State, Zip and Adviser Name and instantly see the offices and people that match your search criteria. In addition, the interactive map shows the location of each result and automatically zooms to the correct level with clickable results.
The United Capital Guidebook enables clients to have an actionable plan to prioritize, implement, document, and review your financial life. The page provides an interactive demonstration of The Guidebook for both desktop and mobile users.
The new mobile and desktop friendly applications walks every client through United Capitals patent-pending Honest Conversations® exercise, which includes a series of color-coded cards centered around fears, commitments, and happiness. During the exercise, you’ll prioritize your cards, discuss why you chose them and talk about how you feel about each.
Your Money Mind
A mobile friendly application to determine Your Money Mind. We each have a dominant Money Mind that shapes our thinking every time we make a financial decision. Knowing yours (or your significant other’s) can be a powerful first step in taking control of your finances.