"to help clients achieve financial security by providing Fee-Only Financial Planning services with a relentless focus on Personal Attention and Trust."
Note from Our Founder, Vid
I was in my late thirties – this was about a decade ago. My wife and I were busy with our careers and with our three children. Our financial accounts were scattered all around. We were paying a lot in Income taxes. We had conflicting financial goals: Spend on the cars we like, spend on those family vacations, save for our dream home, save for our kids’ education or save for our Retirement. We needed help to organize our financial life; We needed financial advice so we can achieve our goals! We looked around, but could not find an unbiased financial advisor who would put our interest before his.
Fast forward: Five years later, I approached a financial advisor for help with my Investment Management needs. His firm insisted that I need a minimum of $1 million dollars in investments to become their client. I did not have that much money to invest. Again, I could not find the financial advisor I was looking for!
That is when I realized the financial planning need for mid-career professionals is 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 advice and no asset or income minimums.
Long story short, my life experience led me to what I am doing, and I am passionate about it.
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 on Financial Planning, I enjoy hiking, skiing, and spending time with family.
Vid Ponnapalli, MS, CFP®, EA
Founder & President
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Vid's ideal client
Mid-career executives seeking financial planning advice
Medical professionals looking for tax efficient wealth management
Families committed to organize their financial life
Young individuals requiring financial coaching
Couples planning for Retirement
I am a CERTIFIED FINANCIAL PLANNER™ practitioner with an MS in Personal Financial Planning. I am a current active member of:
I have all the right skills, knowledge, and experience. let me Help You
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