How AI describes Unify Financial Advisors

Unify Financial Advisors is a Clearwater, Florida-based fiduciary, fee-only wealth management firm offering custom investment management, financial planning, charitable giving strategies, and business retirement planning for individuals, businesses, and the community. They emphasize a needs-based service and fee structure, provide in-house portfolio management and investment analysis, and operate as a registered investment adviser with the SEC, with complimentary consultations. The firm provides a client portal and resources, and utilizes Schwab tools (client portal, college savings calculator) along with planning software such as Right Capital to support investment and financial planning.