A complete list of active advisors currently associated with Unity Financial Planning Group LLC

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

Unity Financial Planning Group is a team-based registered investment adviser that serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning, ongoing portfolio management, and retirement-plan advisory services — including ERISA 3(21) and 3(38) fiduciary options — along with a subscription-style planning access model. The firm’s investment process emphasizes fundamental analysis, strategic asset allocation, and long-term holdings implemented through a mix of ETFs, mutual funds, and individual equities, with periodic monitoring and rebalancing. Unity also integrates ancillary professionals into its service model — coordinating tax-preparation services with an independent accounting firm and providing basic estate-document preparation through an independent law firm as part of certain planning engagements. Distinctive features include ownership of an affiliated lead-generation and networking platform (Unity Concierge), the firm’s use of third-party solicitors for client referrals, and principals’ operation of an independent insurance agency and other outside business activities. These affiliated relationships and referral arrangements are disclosed in the firm’s brochure and are managed through the firm’s compliance procedures to address potential conflicts of interest.

To learn more about the advisors currently working at Unity Financial Planning Group 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.