We are proud to be a member of United Benefit Advisors, a unique community of nearly 140 of the most successful and most trusted independent employee benefits advisory firms in North America and Europe. With members in more than 40 states, one in Canada and one in the United Kingdom, UBA is among the nation’s largest employee benefits advisory organizations.

UBA is open only to the best independent advisory firms – those who have a proven record of experience, integrity and financial success. To qualify for UBA membership, an agency must meet stringent financial and professional credentialing requirements and commit to the most thorough code of ethics in the benefits industry.

UBA’s independence on both the Corporate and Member levels sets it apart from its publicly-traded national competitors. Acquiring membership to UBA is evidence of our total commitment to serving our clients, with none of the inherent concessions from the demands of Wall Street.

For further information as to how our membership to UBA can help you as our client, please click here