When United Advisory Partners, Inc. was launched we were guided by the beliefs of our founder and the associates that joined the firm in the following years. The core values that guided United Advisory Partners, Inc. associates in everyday work and decision-making long ago continue to be practiced today.

1. United
Advisory Partners

2. A Philosophy That Puts Clients First
When United Advisory Partners, Inc. was launched we were guided by the beliefs of our
founder and the associates that joined the firm in the following years. The core values
that guided United Advisory Partners, Inc. associates in everyday work and decision-
making long ago continue to be practiced today.
Our integrity is exemplified by the steps we take to safe-guard your proprietary information
and maintain confidentiality with all forms of communication. Our system has been
refined for decades toward achieving the difficult combination of maximum exposure
with the utmost confidentiality. Our pursuit of excellence is displayed in our many years
of tenure, hundreds of transactions, and in the caliber of each United Advisory
Partners, Inc. associate.
Our commitment to client needs and expectations is evident in our organizational structure:
purposefully flat. Senior principals work with you on a one-to-one basis at the local office
level providing advice and guidance from project inception to completion. We are
grateful for the trust our clients have extended over the last half century, at the same time
we are cognizant that our credibility is an asset that we must earn and protect every day.
With our long history, the philosophy embraced by the United Advisory Partners, Inc.
organization is evident in how we treat our clients and provide solutions:

3. Independence
Allegiance to Clients
Independence is the cornerstone of our belief system. With so much
consolidation taking place in the financial services industry it is rare to
find a large firm that demonstrates its belief in independent advice. We
are an unbiased and fully independent firm with no lending or
investment affiliates. This is just one way in which we exclusively serve
your interests
Creativity
Fresh Solutions
In today's market it is not enough to follow precedents; one must build on
the firm's foundation and produce creative solutions through
imaginative and original work. We believe that the only way to achieve
superior results is to have a method of interpreting information in a
way that is different from others in our industry.

4. Drive
Make it Happen
Beyond taking initiative, the United Advisory Partners, Inc. team
embodies a competitive spirit. It is manifested in our drive to find new
opportunities to get the job done. We believe that persistence and
tenacity are positive values. They guide us in our work for you.
Knowledge
Sorting Through Noise
Today's overload of data has created an unprecedented level of "noise" to
sort through. To insure both effectiveness and leverage, we believe that
we serve you best when we work across external and internal
boundaries and use our collective knowledge from national and
international offices to manage the outcome of complex transactions in
your favor.