Acworth, GA Office
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Unity Financial Planning Group LLC
Team
Firm-wide stats for Unity Financial Planning Group LLC
About
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.
Based on Unity Financial Planning Group LLC
Expertise
Based on Unity Financial Planning Group LLC
Location
Acworth GA
Advisors at this office
1
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