A complete list of active advisors currently associated with Unity Wealth Partners
Warmer can help you find a great advisor at Unity Wealth Partners or one who fits your needs even better.
Unity Wealth Partners serves individual and high-net-worth clients, providing discretionary investment management for Separately Managed Accounts and acting as a sub‑adviser to a registered 1940 Act investment company, alongside financial planning offered on both ongoing subscription and project‑based engagements. The firm advises on a broad set of instruments—stocks, bonds, mutual funds, ETFs, private placements, and cash equivalents—and may manage held‑away accounts such as 401(k)s as part of its advice. The firm’s investment process blends fundamental, technical, cyclical and charting analyses with Modern Portfolio Theory, using both passive and active vehicles and emphasizing tax‑aware asset allocation and diversification. Unity Wealth Partners may engage Outside Managers (including GeoWealth Management and SyntheticFi), employs an order management system for implementation and rebalancing, and generally operates on a discretionary basis for managed accounts. Distinctive for a small advisory team, the firm serves as a fund sub‑adviser and maintains third‑party relationships that include a written referral/fee‑sharing agreement with a venture firm (Alumni Ventures) for private equity opportunities and a solicitor arrangement with The Pacific Financial Group, arrangements the brochure discloses as potential conflicts of interest. The firm also has affiliations with an insurance brokerage and other related businesses and incorporates third‑party estate‑planning technology (Wealth, Inc.) into certain planning engagements, while noting clients are not required to use affiliated or recommended providers.
To learn more about the advisors currently working at Unity Wealth Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 4
| |
Newport Beach, CA
| 13
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")