History
About a decade ago - My wife and I were busy with our careers and raising our three children. Our financial accounts were scattered, we were paying a lot in Income taxes, we had conflicting financial goals. We needed help to organize our financial life! We looked around, but could not find an unbiased financial advisor who would put our interest before his. Fast forward: Five years later, I approached a financial advisor for help with my Investment Management needs. His firm insisted that I start with a minimum of $1 million dollars. I did not have that much money to invest. Again, I could not find the financial advisor I was looking for! That is when I realized the financial planning need for mid-career professionals is under-served by traditional financial planning methods. I wanted to contribute and change this paradigm. The result: I launched Unique Financial Advisors in 2014 with a commitment to provide Fee-only advice.
Specialties
Unique Financial Advisors is a one-stop source for all your Financial needs. We provide Customized Financial Planning and Investment Management, and Tax services for Busy Professionals. Exceptional client service is at the forefront of our agenda. We will take the time to listen to you and answer all your questions.