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UnionAdvantage’s Mission

To provide Premier Investment Services and Solutions for working families at reasonable cost. Our commitment is to deliver the highest level of service, concentrating on Investor Information & Education. We work with our clients to develop strategies to reach their long-term financial goals.

Comprehensive/Full Service

Comprehensive/Full Service

Financial and Investment Planning. UnionAdvantage’s primary service model is a cost effective fee-based program not driven by sales quotas or proprietary products. There are no hidden fees.

Our cost effective fee-based program offers unique benefits. Because our fees are based upon a percentage of assets under management, clients can remain confident that all recommendations are made in their best interest.


  • Listen to your values and concerns,
  • Consider your risk tolerance, goals, and investment experience,
  • Create a financial plan that fits your unique needs and objectives,
  • Monitor and adjust your plan as your needs change.

(See “Our Four-Step Process” )

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