United Planners Financial Services Email Format

Financial ServicesArizona, United States201-500 Employees

United Planners Financial Services is a national wealth management firm offering financial planning, investment management, and insurance services. It provides back-office support to independent financial professionals, enabling them to serve investors while focusing on their client relationships. The company is structured as a limited partnership with ownership opportunities and profit sharing for employees and professionals, and it is 100% employee- and professional-owned, reflecting its independent posture. Based in Scottsdale, Arizona, and founded in 1987, United Planners operates as a registered investment adviser with the SEC and a registered broker-dealer with FINRA, with SIPC membership. It uses an open-architecture model to deliver flexible, scalable infrastructure that supports independent advisers in building and managing their practices. A notable recent development is the February 2026 announcement that Hamachi AI became its first enterprise generative AI partner to advance regulated AI adoption in wealth management.

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