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Wade M
Series 63, Series 65
Acworth, GA
Unity Financial Planning Group LLC
Wade Marcy is a financial advisor at Unity Financial Planning Group LLC with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Unity in 2024, he held roles at Pruco Securities LLC, The Prudential Insurance Company of America, and Thrivent Financial. Outside of his advisory work, Mr. Marcy owns Unity Life & Legacy, an insurance business focused on clients' insurance needs and group insurance for businesses, and co-manages Financial Concierge Partners, LLC, a networking platform for referral partners. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and retirement-plan advisory services, employing a fundamental analysis and strategic asset allocation approach with an integrated network of ancillary professionals.
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