uawealth.com

United Advisors | We Are

United Advisors Wealth Management is focused on helping our clients progress toward their individual financial goals. A team of professionals oversees the client’s plan, strategy and portfolio and maintains regular client contact. Progress is our gauge: while no plan guarantees success, benchmarking the client’s destination, rather than the investment fads and products of the moment, should increase the likelihood of goal attainment. The basis for your investment strategy. The center of everything we do.

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United Advisors | We Are | uawealth.com Reviews

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United Advisors Wealth Management is focused on helping our clients progress toward their individual financial goals. A team of professionals oversees the client’s plan, strategy and portfolio and maintains regular client contact. Progress is our gauge: while no plan guarantees success, benchmarking the client’s destination, rather than the investment fads and products of the moment, should increase the likelihood of goal attainment. The basis for your investment strategy. The center of everything we do.

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United Advisors | We Are | uawealth.com Reviews

https://uawealth.com

United Advisors Wealth Management is focused on helping our clients progress toward their individual financial goals. A team of professionals oversees the client’s plan, strategy and portfolio and maintains regular client contact. Progress is our gauge: while no plan guarantees success, benchmarking the client’s destination, rather than the investment fads and products of the moment, should increase the likelihood of goal attainment. The basis for your investment strategy. The center of everything we do.

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uawealth.com

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Strategic Wealth Planning | United Advisors

http://www.uawealth.com/project/strategic-wealth-planning

Most people are increasingly concerned about the quality of their lives and lifestyle in retirement, as well as the sufficiency of their assets to meet any contingency they may encounter once retired. We employ a Life Planning Approach meaning that we help you to visualize what’s important to you and model the financial consequences that will help support your plans and dreams. Check the background of this investment professional on FINRA’s BrokerCheck.

2

Asset Management | United Advisors

http://www.uawealth.com/project/asset-management

We track how the portfolio is meeting your needs and fulfilling plan objectives. Adjustments are made if an investment manager evaluation changes, as price appreciation necessitates rebalancing or as changes to your plan are made. Check the background of this investment professional on FINRA’s BrokerCheck. Securities offered through Securities America, Inc, Member FINRA. And advisory services offered through United Advisors. United Advisors, and Securities America are unaffiliated.

3

Strategic Alliances | United Advisors

http://www.uawealth.com/project/strategic-alliances

As the term comprehensive wealth management suggests, we coordinate, with a client’s permission, with the tax or legal advisor on issues that may impact a client’s financial life. These consultations help ensure the most comprehensive and thoughtful strategies in matters that impact multiple areas of a client’s financial life. Check the background of this investment professional on FINRA’s BrokerCheck. Securities offered through Securities America, Inc, Member FINRA.

4

United Advisors | We Are

http://www.uawealth.com/private-client-group

United Advisors Wealth Management is focused on helping our clients progress toward their individual financial goals. A team of professionals oversees the client’s plan, strategy and portfolio and maintains regular client contact. Progress is our gauge: while no plan guarantees success, benchmarking the client’s destination, rather than the investment fads and products of the moment, should increase the likelihood of goal attainment. The basis for your investment strategy. The center of everything we do.

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unitedadvisorsllc.com

UNITED ADVISORS | United Advisors

http://www.unitedadvisorsllc.com/project/securities

United Advisors Services is an advisor and wealth management firm support platform focused on helping our Affiliates and Partners progress toward their personal and professional goals. Our team of service and back office professionals allow advisors to overcome common and not so common challenges they face during the evolution of their businesses. Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA).

unitedadvisorsllc.com

Media | United Advisors

http://www.unitedadvisorsllc.com/media

Scott Martin – Fox Business News Melissa Francis 1-16-2016. January 19, 2016. Scott Martin – Fox Business News After the Bell 12-31-2015. January 19, 2016. Scott Martin – Fox Business News Your Money 12-08-2015. January 19, 2016. Scott Martin – Fox Business News 11-27-2015 Cavuto. January 19, 2016. Scott Martin – Fox Business News 11-02-2015 Cavuot. January 19, 2016. Scott Martin Fox Business News 10-19-2015 Lou Dobbs. October 29, 2015. Scott Martin – Fox Business News 10-7-2015 Cavuto. October 29, 2015.

unitedadvisorsllc.com

UNITED ADVISORS | United Advisors

http://www.unitedadvisorsllc.com/project/investment-management

Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA). Securities offered through Securities America, Inc, Member FINRA/SIPC and advisory services offered through United Advisors. United Advisors, and Securities America are unaffiliated.

unitedadvisorsllc.com

UNITED ADVISORS | United Advisors

http://www.unitedadvisorsllc.com/project/wealth-management

United Advisors is a wealth management firm focused on helping our clients progress toward their individual financial goals. A team of credentialed professionals oversees the client’s plan, strategy and portfolio and maintains regular client contact. Progress is our gauge: while no plan guarantees success, benchmarking the client’s destination, rather than the investment fads and products of the moment, should increase the likelihood of goal attainment.

unitedadvisorsllc.com

UNITED ADVISORS | United Advisors

http://www.unitedadvisorsllc.com/project/pcg

United Advisors Private Client Group (UAPCG) is a firm that offers top producing wire-house advisors the benefits of a wire-house brokerage and advisory firm. We are able to provide an array of financial products and services with freedom and independence that is not available at a wire-house. Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA).

healthyrootsfoundation.org

Healthy Roots Foundation / Healthier Families

http://www.healthyrootsfoundation.org/wp/bluegrass-for-babies/sponsor-info

Tickets & souvenirs. As of August 8, 2016. John & Becky York Charitable Trust. As of August 8, 2016. As of August 8, 2016. As of August 8, 2016. Bear Paddle Swim School. Sea of Smiles Pediatric Dentistry. As of August 8, 2016. Behind the Scenes Companies. As of August 8, 2016. 2015 Healthy Roots Foundation.

unitedadvisorservices.com

Why ISO? | United Advisors

http://www.unitedadvisorservices.com/why-iso

Why would any company use ISO 9000? Tems and process to excel in it. Why would a financial services company use ISO? They would use ISO for the same reason a manufacturing company would use it. Simply put, they care about quality, consistency in the service they deliver, and about getting it right the first time. This is not the sole province of manufacturing organizations. What does the ISO designation mean for potential business partners and prospective business clients?

unitedadvisorservices.com

BUSINESS CONTINUITY | United Advisors

http://www.unitedadvisorservices.com/business-continuity

Being independently certified and annually re-certified to the BS 25999 by an independent third-party registrar (Perry Johnson Registrars, Inc.), is the ultimate assurance to our Affiliates and Partners that we comply with BCM worldwide best practices. Investment Advisory Services through United Advisors Services, LLC ("UAS"), an SEC Registered Investment Adviser (RIA).

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uawealth.com

United Advisors | We Are

United Advisors Wealth Management is focused on helping our clients progress toward their individual financial goals. A team of professionals oversees the client’s plan, strategy and portfolio and maintains regular client contact. Progress is our gauge: while no plan guarantees success, benchmarking the client’s destination, rather than the investment fads and products of the moment, should increase the likelihood of goal attainment. The basis for your investment strategy. The center of everything we do.

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