For Advisors

What’s the future of succession planning? Download our thought leadership insights.

Founded by industry veterans and owned and run by advisors, Uniting Wealth Partners is a differentiated, exclusive RIA platform.

We provide top advisors with comprehensive support and resources to facilitate their growth. Empowering them with ownership and control, we help them maximize their firm’s value and provide a succession plan on their terms.

You have questions.

We have answers.

Download Advisor FAQ

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What's the future of succession planning?

Download Thought Leadership Piece

Founded by industry veterans and owned and run by advisors, Uniting Wealth Partners is a differentiated, exclusive RIA platform.

We provide top advisors with comprehensive support and resources to facilitate their growth. Empowering them with ownership and control, we help them maximize their firm’s value and provide a succession plan on their terms.

If you've been working at a large financial institution for a while, you might notice a few differences in how we operate.

01

We're an advisor-owned firm. We don't want to take away your control and ownership. Each advisor at Uniting Wealth Partners maintains majority ownership of their firm and owns part of the collective.

02

We'll help you maximize your value. With us, you'll grow faster, with higher margins and organic growth rates. Leveraging the scale of the collective, you'll have access to industry-leading tech, centralized compliance and accounting, strategic marketing, and an always-on recruiting team.

03

We offer best-in-class operational support. Our platform eliminates operational headaches and gives you the time and capacity you need.

04

We'll give you a succession plan on your terms. Remove the middleman, get a higher valuation, and get a unique opportunity for second-generation above.

04

We'll give you a succession plan on your terms. Remove the middleman, get a higher valuation, and get a unique opportunity for second-generation above.

05

We have an exclusive community of like- minded advisors. Our advisors are growth oriented with a strong work ethic and entrepreneurial spirit.

06

We're fiduciaries. You're empowered to always put your clients' interest first.

05

We have an exclusive community of like- minded advisors. Our advisors are growth oriented with a strong work ethic and entrepreneurial spirit.

06

We're true fiduciaries. You're empowered to always put your clients' interest first.

Advisor Services

Driving organic growth.

We’ve assembled a platform of best-of-breed outsourced providers and partners to streamline operational efficiencies, centralize functions, and allow you to spend more time with your clients.
  • M&A and investment banking
  • Outsourced technology
  • Life insurance & financial planning
  • Compliance
  • P&C insurance
  • Domestic trust services
  • Risk-mitigated investment solutions
  • Client-friendly market insights
  • Technology & middle office
  • Marketing
  • Outsourced CFO

Client Services

Driving additional revenue and client satisfaction higher.

Expand what you can offer your clients with comprehensive, client-centric services:
  • Financial planning
  • Wealth management
  • Banking & lending*
  • Insurance (life, P&C)*
  • Trust & estate*
  • Business valuation & M&A*
  • Investment banking and business exit planning*
*Thanks to our open architecture environment, you gain access to the industry’s best service providers and offerings. With the help of our third-party strategic partners, you can leverage platforms and support from Nationwide Insurance, SDR Ventures, LibertyFi, Starkweather & Shepley, and more.
Get Started

Reach out to our team to get your financial future started today!

Name

5201 Johnson Drive

Mission, KS 66205

5201 Johnson Drive
Mission, KS 66205

Uniting Wealth Partners, LLC (“Uniting Wealth Partners”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Uniting Wealth Partners is a wholly owned subsidiary of Wealth Advisor Growth Network LLC. Uniting Wealth Partners provides investment advisory and related services for clients nationally. Uniting Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Uniting Wealth Partners conducts business, as applicable. Uniting Wealth Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. For current information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with our CRD # 332317.