What do you need to feel comfortable about your money?
The answer, we believe, isn’t a number. It’s a person who helps you manage it, grow it, protect it... and, yes, enjoy it.
A person who listens thoughtfully, thinks broadly, and puts your best interests first. Always. A partner for the long haul, to help you make better decisions about your financial future. Manage the details. And reach your goals.
We think there’s a place for a fresh, more holistic approach to the financial side of life. If that sounds like a place you’d like to be, we should talk.
Meet Our Founder
"Younity is all about working together, about clear communication and understanding. We see our job as much more than leveraging the latest technology, data and experience designing plans and portfolios. If we can help make the complicated simple and show you how it all fits together, we can help put you on the path to genuine financial freedom.
This isn't just about money. It's about people."