A complete list of active advisors currently associated with Unified Retirement Planning Group

Warmer can help you find a great advisor at Unified Retirement Planning Group or one who fits your needs even better.

Unified Retirement Planning Group provides retirement-focused financial planning and discretionary portfolio management to individual and high‑net‑worth clients, managing roughly $197 million across about 150 accounts and typically working with clients who meet its stated investable-asset threshold. The firm delivers written financial plans (prepared using RightCapital) and ongoing portfolio oversight as part of its retirement planning services. The firm combines quantitative, fundamental, technical, and economic analysis with strategic asset allocation and long‑term purchase strategies to determine investments it believes are appropriate for clients. It conducts ongoing account reviews, exercises discretionary trading authority for implementation, and may allocate portions of client portfolios to third‑party asset managers (TAMPs) for execution and management. What distinguishes the firm relative to many independent advisers is that it sponsors a wrap‑fee program—an arrangement that bundles management, execution and administrative services into a single fee, which is relatively uncommon among peers. The practice is structured as a small independent advisory firm with one registered advisor and additional staff rather than a traditional solo practitioner, and it discloses ancillary activities (insurance licensing) and custodial‑related technology reimbursements that prospective clients may want to consider when evaluating conflicts of interest.

To learn more about the advisors currently working at Unified Retirement Planning Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.