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 with discretionary investment management and both ongoing and project‑based financial planning. The firm manages custodial and “held‑away” accounts, facilitates account onboarding for outside managers, and may recommend private placements and venture funds to accredited investors. The firm’s investment process blends multiple analysis methods (fundamental, technical, cyclical, and charting) with Modern Portfolio Theory and a mix of active and passive strategies, emphasizing asset allocation and tax‑aware rebalancing. It commonly implements strategies through outside managers (including GeoWealth and SyntheticFi), aggregates trades across accounts, and operates with discretionary trading authority on client accounts. What is distinctive about the firm is its involvement in fund sponsorship/syndication via a revenue‑sharing arrangement with a venture fund provider and its affiliation with an insurance brokerage and other related businesses (tax and fintech firms), arrangements the brochure discloses as potential conflicts of interest. The firm’s small scale—two advisors, roughly $7.1 million in AUM and about 21 clients—combined with solicitor/referral relationships for retirement plan products and venture offerings, differentiates it from many peers.

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.