120+
2016
Covering the Full Spectrum of Global Financial Services
SEC Registered Investment Advisor
We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.
You’ll Know What
Latest News & Resources
Hear Directly
From Finovate Experts
Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Achieving Your Vision
Planning for retirement is essential to your long-term financial well-being. At Finovate, our experienced team collaborates with you to identify your retirement goals and crafts a tailored, comprehensive strategy to help you achieve them with confidence.
How Can Our Team Help You to Reach Your Goals
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
See What Our Clients Are Saying
We Operate with Unwavering Honesty & Integrity
We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments, all designed to help clients reach their goals and build lasting wealth.
Integrated
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
Integrated
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
Integrated
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
Here's How We Got Started
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
Acquisition
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
Expansion
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
We Always Put Your Interests First
Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
John Smith
2024 Diversity, Equity, and Inclusion Report
- 2025
Navigating Disruption in the A Better Automotive Industry.
The automotive industry is undergoing profound disruption as five critical trends (explored in our “5 RACES” analysis) reshape not just the sector but society as a whole. To stay ahead, companies must determine where to differentiate and where to collaborate—even with competitors—through strategic partnerships.
Success now demands more than optimizing traditional value chain activities. Businesses must embrace comprehensive transformation, prioritizing customer-centricity, investing in the right digital technologies, and rethinking every level of the organization—from the C-suite to the factory floor.
In this rapidly evolving landscape, our automotive consulting experts partner with vehicle manufacturers, suppliers, retailers, technology firms, and mobility service providers to craft breakthrough strategies. We help businesses unlock their full potential today while ensuring they are future-ready and positioned to seize emerging opportunities.
Drivers Want More Than a Ride
Automotive diligence projects for private equity and corporate clients
Automotive consulting engagements
Our Client Results in Automotive
We empower automotive leaders to drive innovation, enhance efficiency, and achieve sustainable growth in a changing industry.
Driving Financial Solutions for the Automotive Industry
Automotive Suppliers
Suppliers have faced many challenges, from production shutdowns and labor strikes to shifts in EV momentum.
Vehicle Brands
As the world works to form a comprehensive response to the climate crisis, original equipment manufactureers (OEMs) are redefining the mobility experience.
Finance Providers
As the world works to form a comprehensive response to the climate crisis, original equipment manufactureers (OEMs) are redefining the mobility experience.
AutoTech
As the physical and digital worlds continue to converge, AutoTech companies may find themselves at the forefront of transforming the automotive industry.
Expertise
Milo is the Worldwide Managing Partner, CEO, and Chairman of the Board of Directors at Finovate, where he oversees global strategy and operations while preserving Bain’s renowned culture. With over 20 years at the firm, John has advised global CEOs and is a recognized expert in deal advisory and value creation for portfolio companies.
He has a strong background in private equity, corporate mergers and acquisitions, and consumer products. John is also involved in sustainability initiatives and serves on the Board of Directors of Cancer, a non-profit focused on fighting pediatric cancer. He holds master’s degrees in civil engineering and multilingual business communication from the University of Ghent and is based in New York.
