Your Trusted Financial Planner in Colorado Springs, CO
Fee-only, fiduciary guidance built around your life.
Let’s Build Your Future, Together
You bring the goals, we’ll provide the financial plan.
Money decisions rarely happen in a vacuum. A new business, a growing family, a retirement that’s closer than it used to be, they all bring questions that don’t have simple answers. That’s where Unity Wealth Strategies comes in. As fee-only fiduciaries, we’re required by law to put your interests first, not a product, not a commission, just what’s actually right for you.
Our Financial Services
We offer three ways to work together, so you can choose the level of support that fits where you are right now. Whether you need a steady partner for the long run or focused help with a specific goal, there’s a path that works for you.
Ongoing Financial Planning
Life doesn’t stand still, and your financial plan shouldn’t either. With ongoing planning, we meet regularly to track your progress, adjust for changes in your life or the market, and keep you moving toward your goals. Think of it as having a trusted partner in your corner for every major decision, big or small.
Asset Management
Your investments should work as hard as you do. We manage your portfolio with a clear eye on your goals, your timeline, and your comfort with risk, so you’re not left guessing whether your money is working the way it should. You focus on your life. We’ll keep watch on the markets.
Project-Based Financial Planning
Sometimes you don’t need an ongoing relationship, just clear answers to a specific question. Buying a home, planning for retirement, paying down debt, we’ll build a straightforward roadmap for the goal in front of you, with no long-term commitment required.
Financial success is a journey best taken together
We’re the Financial Advisors Who Know You By Name
With more than 27 years of combined experience, our team has walked alongside clients through every stage of their financial lives, from the first savings account to retirement and beyond. We’re a small firm on purpose. It means you get advisors who know your story, not just your account number.
What Our Clients Have to Say About Unity
We measure our success by the confidence our clients feel, not just the numbers on a statement. Here’s some of what they’ve shared with us.
Have Financial Questions? We’ve Got the Answers
Choosing a financial advisor is a big decision, and it’s normal to have questions before you commit to anything. We’ve put together answers to the ones we hear most often, from how our fees work to what makes a fiduciary different from a typical advisor. If you don’t see what you’re looking for, just reach out and ask us directly.
Getting Started With Our Team
01. Start a conversation
We begin with a no-pressure call to learn about your goals and answer any questions you have. There’s no obligation, just a chance to see if we’re the right fit for each other.
02. Build your plan
If we’re a good match, we’ll dig into your full financial picture and build a plan tailored to your goals, your timeline, and what matters most to you.
03. Live your life
From there, we put the plan into action and stay by your side, checking in regularly and adjusting as life changes, so you always know where you stand.
Ready to Take the Next Step On Your Financial Journey?
Your financial future doesn’t have to wait for the “right time.” The best time to get clear on your plan is now, and we’re ready to help you build it. Reach out today and let’s start the conversation.