Meet your Unitus Financial Advisors
Unitus Financial Advisors offer the tools, guidance, and knowledge you need to accomplish what’s most important to you. Connect with us for a no-cost, no-obligation consultation to see how we can help you reach your future financial goals. Check the background of these investment professionals on FINRA’s BrokerCheck.
As your needs in life change, we're here to provide the help you need. No matter your current situation, we're here to help you every step of the way—from investment strategies, wealth management needs, retirement planning and much more!
Strategy & Wealth Management
We’ll help you clarify your goals and develop a sound investment plan.
Understand where you spend your money today, and have a plan for where you want it to go in the future.
With products such as our Educational IRA, we can help you plan ahead for your children’s college expenses.
Planning & Learning
Plan for a retirement that covers your lifestyle and essential expenses, prepares you for the unexpected, and helps you leave a legacy.
Estate plans are an important part of your financial planning, and it’s never too early to start thinking about your legacy.2
Learn more about Investing, Retirement, or Social Security by attending a complimentary seminar.