A complete list of active advisors currently associated with Unify Wealth Management LLC

Warmer can help you find a great advisor at Unify Wealth Management LLC or one who fits your needs even better.

Unify Wealth Management LLC provides fee‑based financial planning, discretionary investment management, and retirement plan consulting primarily to individual and high‑net‑worth clients, as well as businesses and pension plans. The two‑advisor firm manages about $54.5 million across roughly 209 client relationships and generally charges advisory fees on a percentage‑of‑assets basis. Investment programs are implemented through a third‑party portfolio manager that emphasizes passive, asset‑class portfolios—largely no‑load mutual funds and ETFs, including Dimensional Fund Advisors funds—constructed under modern portfolio theory and periodically rebalanced. Client accounts are custodied at institutional firms (Schwab for retail managed accounts; RPC/MG Trust for retirement plans), operate under limited trading authorization, and the firm does not accept commissions or maintain custody of client assets except to directly debit advisory fees. A distinctive feature is the firm’s affiliation and common ownership with a separately‑owned CPA practice (Unify CPAs P.C.); multiple principals are licensed CPAs who continue to provide tax and accounting services (one principal devotes roughly half of her time to CPA work, another about ten percent). The brochure discloses the resulting conflicts of interest and outlines mitigation measures—fiduciary duties, disclosure, and clients’ ability to engage other providers—which is less common among similarly sized supported firms.

To learn more about the advisors currently working at Unify Wealth Management LLC, 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.