United Advisory Partners was founded on core values that still guide the firm today, such as putting clients first. The firm works to maintain clients' confidentiality and privacy. United Advisory Partners prides itself on its experienced associates and many successful transactions over decades. The firm has a flat structure where senior principals work directly with clients. United Advisory Partners is committed to independence, allegiance to clients, creativity in solutions, drive to get things done, and leveraging collective knowledge to benefit clients.

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.
 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.