Learn more about Unified Financial Parters.

About Us

Simplify Your Financial Journey

At Unified Financial Partners, our financial professionals focus on understanding your unique story—your goals, values, and vision for the future. We craft actionable strategies tailored to your needs, providing guidance through every stage of your financial journey. By prioritizing collaboration and long-term planning, we help you balance today’s priorities with tomorrow’s possibilities, so you can create a meaningful legacy.

Gain Financial Confidence with Goal-Based Strategies

We believe informed decisions lead to better outcomes. That’s why we prioritize understanding your unique goals and providing clear, actionable advice. By focusing on what matters most to you, we help position you for financial independence at every stage of life.

Benefit from Collective Experience Through Team-Backed Service

You’re never navigating your financial journey alone. Our team works together to provide personalized guidance tailored to your needs. By leveraging our collective knowledge, we deliver strategies that reflect a deep understanding of your priorities.

Build a Legacy with Generational Continuity

We help you prepare for the future by addressing the needs of today and tomorrow. Our focus on generational continuity helps ensure that your financial strategies align with your family’s values and goals. Together, we work to build a legacy that endures.

Our Core Values

Have a Roadmap

As independent advisors, we offer a variety of solutions designed to align with your unique financial needs. This flexibility allows us to tailor strategies that truly fit your situation.

Define Your Goals

Our firm has built trusted relationships by delivering on our commitments. With a proven track record of aligning strategies to clients’ wealth goals, we prioritize efficiency and trust every step of the way.

Simplify the Complex

Every aspect of your financial picture deserves thoughtful solutions. Partnering with us means benefiting from extensive experience and guidance tailored to your unique wealth journey.

Work as a Team

Custom strategies crafted with care—that’s our promise. Free from corporate constraints, our team focuses solely on delivering solutions that suit your needs at every stage of your journey.

Meet the Team

We serve as a team, collaborating to provide the insights and strategies you need to pursue your financial goals with clarity and confidence.

Boz Green

Financial Advisor

Michael Brandt

Financial Advisor

Randall Wimsatt

Partner

Oliver Wayman

Office assistant

Will Your Finances Support Your Retirement?

Is it enough to create the lifestyle and legacy you want? We design thoughtful, comprehensive strategies to help you move forward with confidence, focusing on what truly matters to you.

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