A complete list of active advisors currently associated with Unity Wealth Strategies

Warmer can help you find a great advisor at Unity Wealth Strategies or one who fits your needs even better.

The firm serves individual clients and provides discretionary investment management, both ongoing and project-based financial planning, and educational seminars or speaking engagements. It operates as a fee-only registered investment adviser with about $8.5 million in discretionary assets under management and two advisors supporting roughly 93 client relationships. UWS describes a fiduciary, goals-based process that begins with a personalized investment policy and target asset allocation, then implements portfolios using a mix of passive and active strategies and periodic rebalancing. Financial planning work covers cash flow, retirement, estate and tax considerations, and the firm can incorporate socially responsible (ESG) choices when clients request them. What is distinctive in the brochure is the firm’s explicit offering of educational seminars and speaking engagements as a recurring service, and language that references an advisory affiliate and staff who maintain roles outside the firm, signaling operational ties beyond a single standalone adviser. The brochure also highlights a strict fee-only, no-commission model and procedures for direct fee deduction (constructive custody), features that are less common among similarly sized supported firms.

To learn more about the advisors currently working at Unity Wealth Strategies, 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.