Unique Financial Advisors
Unique financial advisors is a fee-only financial planning firm located in Holmdel, NJ with satellite offices in Iselin, NJ, Princeton, NJ, and New York City. We serve clients locally, and across the country. We believe busy professionals are under-served by traditional financial advisory methods - due to required asset minimums, and due to conflicting offerings from service providers. We are committed to change this paradigm. Accordingly, we serve as fiduciary, never earn a commission of any kind.
We provide customized financial planning, investment management, and tax services for busy professionals. Please visit our website to learn more about us and our services.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.