NEW SITE COMING SOON! We can't wait to show you what we're working on. It's going to be good. We promise.



Experience the comfort of working with a local advisor and the confidence from the backing of a national organization.

Our independent and locally-owned Partner Firms provide insightful and personalized service and access to world-class products and services through the collective buying power of more than 200 offices in the United States, Canada and the United Kingdom.


Harness the collaborative power of thousands of benefits experts and build a benefits package that meets your individual needs.

More than 2,000 benefit professionals regularly share and collaborate to tap into the experiences and knowledge of their colleagues across the country to provide sophisticated, cost-effective solutions while continuing to offer the personal service that only an independent advisor can deliver.


Evaluate your health plan more accurately, comply with new regulations, and strategically manage rising benefit costs to remain competitive in your market.

The UBA Health Plan Survey is the nation’s largest and most comprehensive benchmarking survey of plan design and cost — 2.5 times larger than the next three of the nation’s largest surveys combined! The resulting volume of data provides employers of all sizes more detailed — and therefore more meaningful — regional, industry, and employee size differentials. This gives employers a distinct competitive edge in recruiting and retaining a superior workforce and managing health care costs.


Visit for more details