Knowing our clients and seeing their big picture means we can plan with confidence. Everyone comes to us at a different point in their lives, with unique circumstances, priorities, and goals. We view each financial situation through multiple lenses. This holistic approach shines a light on opportunities that may have otherwise gone undetected. It is […]
A CERTIFIED FINANCIAL PLANNER™ (CFP®) is one of the most esteemed designations a financial advisor can earn. As CFPs, we abide by a strict code of ethics, exceptionally high fiduciary standards and complete substantial educational requirements each and every year. We maintain this certification as a commitment of excellence to our clients and our firm.
The importance of working with an independent advisor cannot be understated. As fiduciaries, we are obligated by law to act in the best interests of the client, above all others. Being independent means we exercise our fiduciary responsibility without restriction. We are not beholden to any particular company, investment type, or specific products. Unified is, […]
At Unified, when it comes to managing wealth, we bring multiple perspectives to the table. With complex planning situations, we believe the best outcomes are generated with a multi-disciplined team that encompasses a variety of specialties and areas of expertise. Our core group of CERTIFIED FINANCIAL PLANNER™ professionals, portfolio managers, insurance specialists, and other business […]