Unique financial advisors is a fiduciary financial planning firm located in Holmdel, new jersey serving clients locally, and across the country. We provide customized financial coaching, investment management, and tax services for busy professionals.
Vid Ponnapalli, MS, CFP®, EA is the owner/Founder of Unique Financial Advisors.
Here is Vid's story:
Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education, or save for retirement. We needed help organizing our financial life; We needed financial advice, so we could achieve our goals! We looked around but could not find an unbiased financial advisor who would put our interest before his/hers.
Fast forward: Five years later, I approached a financial advisor for help with Investment Management. His firm insisted that I need a minimum of $1million to become a client. I was not ready to commit that much money to start a new advisory relationship. Again, I could not find the financial advisor I was looking for!
That is when I realized that busy, mid-career professionals are 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 financial advice with no asset or income minimums.
If this fits your vision, too, please visit my website to learn more.
On a personal note – my beautiful wife, Maha and I live in Holmdel, New Jersey. Our three young boys are on their path to settling down in life. When I am not working, I enjoy hiking, skiing, and spending time with family.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 999 Palmer Avenue, Suite 5,united States
- Phone
- (732)615-0380
- in****@****nancial
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- uniquefinancialadvisors.com
- Keywords
- Financial Planning, Investment Management, Tax planning, Tax preparation, Financial Advisor, financial coach.
- HQ
- Holmdel, NJ
- Competitors
- Cruise, Bob's Discount Furniture, Unique Research.
Unique Financial Advisors Questions
Unique Financial Advisors's helpline number is (732)615-0380
Unique Financial Advisors's website is uniquefinancialadvisors.com
Unique Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/unique-financial-advisors-llc
Unique Financial Advisors has
3 employees.
View email and phone details for 3
employees at Unique Financial Advisors.
Unique Financial Advisors's industry is
Financial Services
Unique Financial Advisors's support email address is info@unique.financial
Unique Financial Advisors's categories are Financial Services
Unique Financial Advisors's founding year is 2014
