Built for Financial Lives That Don't Fit in a Template

At United Financial Planning Group, CFP® professionals, CPAs, and Enrolled Agents work together on your retirement — so your withdrawal strategy, tax plan, and estate considerations are built as one cohesive whole, not handed off between offices.

At United Financial Planning Group, our CFP® professionals, CPAs, and Enrolled Agents work as one team to stress-test your retirement readiness — turning savings projections into an income plan you can commit to with confidence.

At United Financial Planning Group, our CFP® professionals, CPAs, and Enrolled Agents work together as one team — so your entity structure, tax strategy, compensation plan, and personal wealth are never managed in isolation.

From 83(b) elections and QSBS planning to liquidity events and what comes after, we help founders translate cap-table complexity into a personal financial plan built around how you actually earn wealth.

We work with software engineers navigating RSU vesting, stock refreshers, ESPP decisions, and high W-2 income — bringing financial planning, investment management, and tax strategy together on one team.

United Financial Planning Group brings CFP® professionals, CPAs, and Enrolled Agents together under one roof — so your equity events, tax strategy, and long-term wealth all move in the same direction.

Anthropic recently leased space at 330 Hudson St in Hudson Square, bringing its NYC headcount to 1,000-plus by end of 2026. Our Manhattan office is minutes away. If you work at Anthropic or another pre-IPO AI company, your equity has a different set of rules from public-company RSUs. We help you navigate them.

Ramp is one of the most-watched fintech IPO candidates in the country, with a valuation history that spans multiple funding rounds and a real path to liquidity. If you work at Ramp, your equity situation is specific: RSU vesting schedules, potential tender offer windows, ISO/QSBS considerations, and a future IPO that could change your tax picture overnight. Our CFPs, CPAs, and EAs work as one team to plan around all of it. We are based in NYC and work with clients nationwide.

United Financial Planning Group brings together CFP® professionals, CPAs, and Enrolled Agents under one roof — so your financial plan, investment strategy, and tax picture are never managed in silos.