United Wealth Management, LLC
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United Wealth Management, LLC is a fee-only independent Registered Investment Advisor based in Springfield, IL, specializing in PRAP Management and Financial Life Planning specifically for United Airlines pilots. Founded by United pilots Alan Bewley and Dan Lohmar, the firm uniquely understands the challenges faced by pilots, offering personalized financial advice grounded in their shared experiences and professional backgrounds.
The company's investment philosophy emphasizes globally diversified portfolios, utilizing evidence-based strategies from Dimensional Fund Advisors to help clients achieve their financial goals. With a focus on accountability and tailored financial planning, United Wealth Management aims to empower clients by giving meaning to their money and helping them navigate their financial journeys effectively.
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