At United Planners, we have the client and only the client in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that is designed to address your individual situation.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
EXECUTIVE PLAZA III
11350 McCormick Rd., Suite 907
Hunt Valley, MD 21031
410-494-1818
