United Wealth Management, LLC is a financial services partnership that centers our clients’ relationships around a united, team-based approach. Joshua Ebey is a CERTIFIED FINANICIAL PLANNER™ practitioners who uses his experience and fiduciary responsibilities to guide you through all aspects of your family’s financial plan. United Wealth Management, LLC specializes in holistic, wealth management f
or business owners, retirees, and families. Our objective is to protect your family or business against unforeseen losses, preparing you for retirement through our proactive investment strategies, and planning for your family’s estate legacy. Our independence and unrivaled client services will help provide you with the confidence that aims to surpass your family’s financial concerns. The United Process
- We listen to your family’s goals & needs
- We develop a holistic financial plan based on your family's financial goals
- We use an Investment Policy Statement
- We provide ongoing wealth management
- We deliver professional & dynamic services
- We operate a team-based approach
The United Service
- Comprehensive Wealth Planning –
Insurance, Investment, Tax, Retirement & Estate
- Professional Wealth Management –
Proactive Portfolio Rebalancing and Monitoring
- Financial Coaching & Quarterbacking –
Discuss the pros & cons about each investment strategy and we work with all your other advisors – CPA’s, tax, and estate attorneys
We invite you to visit our website at http://www.UnitedWealthBR.com to learn more about our firm and the benefits of working with an integrated, team-based practice whose partners are all CERTIFIED FINANCIAL PLANNER™ practitioners. United Wealth Management, LLC offers securities and financial planning services through LPL Financial, a registered investment advisor, Member FINRA/SIPC. http://www.finra.org
http://www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.unitedwealthbr.com.
