Why Younity?

Meet Our Staff Our Philosophy & Process Our Services & Fees

Money and life in balance.

You work hard for your money—but is your money working hard for you?

The fact is, you need expert advice. You can't just figure it out by going online and searching "money management." You need somebody you can trust, who's going to help you get you where you want to go financially. You want somebody who will manage the details, who will listen to you and put your interests first. You're looking for Younity Wealth Partners. And we're looking for you.

A collaborative, non-judgmental partnership.

The best investment advice, like the best financial planning, isn't complex, flashy, or overpriced. It needs to be based on a genuine sense of partnership. This isn't a one-size-fits-all thing. We do a lot of listening before we develop a plan that's been optimized just for you.

Our guiding principle is planning on purpose, for a purpose. We help our clients maintain a long-term focus and avoid impulsive mistakes. Our job is to hold up the mirror, filter out the noise, offer our best professional perspective, and act as your most trusted advisor, not the boss of your money. Because you're the boss of your money. We're just here to help you boss it around.

A higher standard of performance and trust.

Younity Wealth Partners is an Independent Registered Investment Adviser (RIA), acting in a fiduciary capacity at all times. We are fee-only, so we're paid only for the quality of the financial planning and asset management services we provide. We accept no commissions or kickbacks and earn no income from transactions or trades.

What this means is that we hold ourselves to a fiduciary standard which always puts your best interests ahead of our own. A higher standard. No conflicts of interest. No agendas, hidden or otherwise. That's how we can deliver unbiased advice.