A complete list of active advisors currently associated with Unique Financial Advisors LLC

Warmer can help you find a great advisor at Unique Financial Advisors LLC or one who fits your needs even better.

Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including high-net-worth and non‑HNW individual clients. The firm offers both comprehensive and hourly planning engagements and manages client accounts through a custodian relationship with Charles Schwab. The firm primarily practices passive investment management—constructing asset-class-weighted portfolios using index mutual funds and ETFs—while applying fundamental analysis when performing investment analysis as part of a client’s financial plan. Accounts are managed on a discretionary basis with periodic reviews, rebalancing, and the ability to aggregate trades across client accounts. A notable aspect of the firm is its integration of tax services into the advisory offering: the firm’s principal operates a separate tax-practice and is an enrolled agent who provides tax preparation, representation, and planning to clients, which the firm discloses as a distinct business activity. The firm is fee-only (no commissions) and uses Schwab’s institutional platform for custody and operational support, which may influence operational capabilities available to clients.

To learn more about the advisors currently working at Unique Financial Advisors 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.