United Planners Announces Strategic Alliance with Priority Financial Group
United Planners Financial Services is thrilled to announce its recent partnership with Priority Financial Group (PFG), establishing United Planners as the broker-dealer for PFG's extensive network of over 80 financial advisors and more than 20 financial institution partners. This partnership represents nearly $5 billion in assets under administration, showcasing a significant milestone for both companies in the financial sector.
A Commitment to Quality Service and Independence
United Planners prides itself on delivering exceptional service and fostering a culture of independence. Being an advisor and employee-owned firm, United Planners is firmly committed to remaining not for sale. This new partnership illustrates the company’s dedication to maintaining a low-cost, open architecture offering that benefits advisors and clients alike. United Planners manages a staggering total of $26 billion in client assets, of which $10.6 billion is allocated within its investment advisory division.
Shared Values and Vision for Growth
Sheila Agasi, the Executive Vice President-Chief Revenue Officer and General Partner at United Planners, expressed enthusiasm about welcoming PFG into the United Planners family. She noted, "Our firms have known each other for more than a decade, and our cultures align remarkably. This partnership is a testament to our shared commitment to advisor independence and high-quality service." Agasi emphasized the meticulous planning and preparation that facilitated this successful integration.
Mike Baker, the Chief Executive Officer of United Planners, outlined the purpose behind the partnership, stating, "For more than two decades, PFG has championed advisor independence and supported financial institutions with a client-centric approach. We are excited to enhance our services by incorporating PFG’s reputation for providing exceptional advisor support." According to Baker, the transition to United Planners aims to sustain high service levels, providing quick hold times and a live advisor hotline.
Partnership Benefits and Future Opportunities
Mike Prior, Chief Executive Officer of PFG, shared his perspective on the collaboration, highlighting the need for a broker-dealer that encourages growth and innovation. He noted, "United Planners offers the open architecture and supportive environment essential for our expansion. Their unwavering dedication to transparency and advisor-first support aligns perfectly with PFG's mission."
Susi Bennett, PFG's President and Chief Operating Officer, reiterated the importance of cultural alignment, stating, "United Planners' philosophy reflects our core values, making this partnership a natural fit for both organizations. We are confident that our advisors will benefit from the enhanced multi-custodial ecosystem without the constraints of proprietary platforms."
Enhanced Access to Services for Advisors
The collaboration between United Planners and PFG guarantees that advisors will continue to enjoy access to a comprehensive, high-service ecosystem, which includes established relationships with leading financial services providers. This partnership opens doors for advisory teams to thrive in a setting that prioritizes flexibility and personalized service.
About United Planners
Established in 1987, United Planners is a national wealth management firm dedicated to financial planning, investment management, and insurance services. The firm's unique model prioritizes true independence, as it is 100% employee-owned. United Planners offers back-office support to independent financial professionals, empowering them to guide clients towards achieving their financial goals. Their open-architecture model enables flexible and scalable solutions tailored for financial professionals eager to build successful businesses.
About Priority Financial Group
PFG stands out for its commitment to wealth management and advisory services, with a client-first philosophy deeply embedded in its operations. Headquartered in Phoenix, the company has dedicated over 20 years to facilitating independent advisors and financial institutions by delivering customized solutions that emphasize flexibility and exceptional service.
Frequently Asked Questions
What is the significance of the partnership between United Planners and PFG?
The partnership allows United Planners to become the broker-dealer for PFG's extensive network, enhancing service levels and expanding capabilities for financial advisors.
How does United Planners maintain its independence?
United Planners is an advisor and employee-owned firm, which firmly establishes its stance of being not for sale, thereby committing to its core values of independence and exceptional service.
What impact does the partnership have on advisors?
Advisors will benefit from an expanded high-service ecosystem that allows for multi-custodial access without being tied to restrictive or proprietary platforms.
Who are the key leaders in this partnership?
Sheila Agasi and Mike Baker represent United Planners, while Mike Prior and Susi Bennett are key leaders at PFG, all endorsing the collaboration for enhanced advisor support and service.
Where can I learn more about United Planners?
For more information, visit United Planners’ official website where detailed information about their services and firm structure is available.
