United Financial Planning Group

Overview

Founded in 2007 and based in Hauppauge, New York, United Financial Planning Group operates as a regional wealth manager serving individuals, families, and small business owners concentrated on Long Island. The firm's founding coincided with the post-financial-crisis shift among affluent households toward integrated advice models, positioning it as an early mover in combining investment management with comprehensive financial planning under one roof. The firm's investment approach spans traditional public-market portfolio management alongside more tax-sensitive strategies tailored to business owners. Its client base skews toward high-net-worth individuals and family-run enterprises, where advice threads through retirement income planning, estate considerations, and small-business succession. Geographic concentration remains heavily local, with clients drawn from Suffolk and Nassau counties and the greater New York metro area. United Financial Planning Group maintains a lean footprint with a single office in Hauppauge. Headcount and total assets under advisement are not publicly disclosed. The firm operates without visibility into adjacent vehicles — no known philanthropic foundation, operating company, or membership in peer networks like Tiger 21 or R360 appears in public records. Recent operational events were not verifiable from available sources. Structurally, the firm's differentiator is its independence. As a privately held advisory practice without ties to a bank balance sheet or insurance carrier, it can construct portfolios without product quotas. For business owners on Long Island navigating sale transactions or generational transfers, that independence can shape advice differently than it would inside a wirehouse or bank-owned wealth unit.