About Unique Financial Advisors
Expert guidance for your financial confidence and success
What We Stand For
With a relentless focus on personal attention and trust, we are here to help you achieve
financial wellness with a comprehensive approach tailored to your needs
Fiduciary
As fee-only fiduciaries, we
refuse commissions and do not
sell financial products.
Experienced
Between our credentials and
industry involvement, we apply
the right skills and approach to
effectively meet your needs.
Trustworthy
Your trust and confidence in us
means more than anything,
which is why transparency is
critical to our relationship.
Meet Our Founders
Meet Vid Ponnapalli, MS, CFP, EA
Owner & Financial Advisor
Flashback: I was 40. My wife and I were busy with our careers and three children.
Our financial accounts were scattered, we were paying a lot in income taxes, and
we had conflicting financial goals: spend on family vacations, save for our kids’
education, or save for retirement?
We needed help organizing our financial life. We looked for financial advice, but
could not find an unbiased financial advisor with fair fees and who would put our
interest before theirs.
Fast forward: I realized that busy, mid-career professionals are under-served by traditional financial planning methods. I wanted to fix this paradigm, so I launched Unique Financial Advisors in 2014 with a commitment to provide fee-only financial advice that didn’t put all the focus on the amount of assets under management.
I became an Enrolled Agent (EA) in 2016 to prepare tax returns, ensuring my clients have a dedicated, one-stop-source for their finances.
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, I enjoy hiking, skiing, and spending time with family.
Meet Maha Gannavaram, MBA
Chief Operations Officer
Maha brings a breadth of management and leadership experience to the team.
She previously worked at Verizon and Lucent for over twenty years, managing
several teams to efficiently deliver products and services.
Maha has been working with Unique Financial Advisors since 2021, overseeing
the firm’s operations and vendor management. She takes care of client
onboarding, account paperwork, custodian communications, invoicing, and
reporting to ensure a seamless, personable experience for our clients.
Maha has an MBA, an MS in Computer Science, and a Series 65 license. She is working toward obtaining the Certified Financial Planner (CFP) designation. Maha has been a NAPFA (National Association of Personal Financial Advisors) member since 2022 and is their current DEI (Diversity, Equity and Inclusion) chair.
Maha is an active volunteer in her local community, loves cooking, is an avid reader, and enjoys traveling and spending time with family.
Our Professional Connections
Leveraging our network to provide you with up-to-date,
strategic, and comprehensive support
Charles Schwab
NAPFA
CFP®
Fee Only Network
XYPN Network
As one of the world’s largest financial services providers and secure custodians, Charles Schwab provides access to a wide range of institutional products and services, allowing us to more effectively meet your needs.
The National Association of Personal Financial Advisors (NAPFA) is the leading professional association of fee-only financial advisors- highly trained experts dedicated to acting in the best interests of their clients.
The CFP® designation is the gold standard in financial planning. CFP® professionals uphold rigorous education, training, and ethical standards and are dedicated to serving their clients’ best interests.
A network of financial advisors dedicated exclusively to you – independent of any broker, bank, or insurance company. They prioritize your interests with a transparent fee structure and a fiduciary oath.
The XYPN Network provides a virtual community for financial advisors, offering members compliance support services, marketing assistance, business tools and templates, and diverse technology solutions.
We Understand You
We are here to apply our diverse experience to meet your unique needs
Busy Mid-Career Families
Professionals Thinking of Retirement
Connect With Us
Learn more about our services, approach, and ability to help you
achieve financial wellness in a free initial consultation
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