United Capital Financial Advisors, LLC is a registered investment advisor headquartered in Irving, Texas. Established in 2005, the firm offers comprehensive financial planning and investment management services to a diverse client base. Their approach emphasizes understanding clients’ mindsets and values to build personalized financial strategies. Services include wealth management, retirement planning, estate planning, and strategic tax planning. The firm operates as a fiduciary, ensuring that clients’ best interests are at the forefront of all financial advice and decisions. ​