UNIFY FINANCIAL ADVISORS

Overview

Unify Financial Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individuals and families as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Compensation mixes percentage-of-AUM fees with hourly charges, and ownership is held by an individual principal. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser or pension consultant, and is not described as a capital allocator or as having related adviser entities.

Assets & Accounts

Investments & Alternatives

Location & Offices