Why Unified?

Your Financial Advisor Team

Helping you increase the opportunity for success


Where you live! What you do! Where you go! You've given special attention to the things that define your life. The experience you need to be successful throughout your financial life will need to evolve as the external forces and personal circumstances surrounding your finances change. At your side, guiding you on this journey is your Personal CFO Team, consisting of our in house professionals and support staff, our targeted network of local professionals and our relationships with recognized experts in the field of finance, economics, investment and taxes. 

However you personally define success, you will face a variety of challenges along the way. These potential obstacles can be characterized as either “external” forces (things you cannot control) or “internal” forces (things you can control). Your Personal CFO Team serves as a buffer and a screen to external and internal forces that threaten to derail your financial program and helps you stay on track toward pursuing your goals.

How we buffer external forces

We can't control external forces like market volatility, inflation, interest rates, taxes and the general “noise” of the financial marketplace, but we can help you implement effective strategies to mitigate these threats and keep you on track.

How we help manage internal forces

We provide a disciplined financial and investment process designed to help you avoid common investing mistakes and remove emotional reactions to short-term events. By providing a carefully constructed and fully integrated financial program that reflects your needs, goals and expectations, we help you focus on your progress toward pursuing your objectives. 

Access to the experience you need, when you need it