Holmdel: (732)615-0380 | Princeton: (609) 455-1060 | Iselin:(732) 507-9560 | Manhattan: (646) 916-4620 | info@unique.financial

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 was not ready to commit that much money to start a new Advisory relationship. Again, I could not find the financial advisor I was looking for!

That is when I realized the financial planning need for busy, 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 financial advice with no asset or income minimums.

A couple of years into the practice, I realized while I was able to serve my clients with their financial planning and Investment Management needs, I still referred them to accounting firms for their tax preparation needs. Many of my clients indicated they rather have a one-stop source for their financial service needs. I listened to them and became an Enrolled Agent (EA) in 2016. As an EA, I am now able to prepare tax returns and represent clients before the Internal Revenue Service.

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.

Send Me a Message

 

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My Mission

 

"to help clients achieve financial security by providing Fee-Only Financial Planning services with a relentless focus on Personal Attention and Trust."

 
Your Success Our Goal

My Mission

 
Your Success Our Goal

"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 was not ready to commit that much money to start a new Advisory relationship. Again, I could not find the financial advisor I was looking for!

That is when I realized the financial planning need for busy, 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 financial advice with no asset or income minimums.

A couple of years into the practice, I realized while I was able to serve my clients with their financial planning and Investment Management needs, I still referred them to accounting firms for their tax preparation needs. Many of my clients indicated they rather have a one-stop source for their financial service needs. I listened to them and became an Enrolled Agent (EA) in 2016. As an EA, I am now able to prepare tax returns and represent clients before the Internal Revenue Service.

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.

Send Me a Message

 

5 + 12 =

My ideal client

 
Z

Busy executives seeking financial planning advice

 
Z

Medical professionals looking for tax efficient wealth management

 
Z

Families committed to organize their financial life

 
Z

Empty-nesters planning for Retirement

 

My ideal client

 
Z

Busy executives seeking financial planning advice

 
Z

Medical professionals looking for tax efficient wealth management

 
Z

Families committed to organize their financial life

 
Z

Empty-nesters planning for Retirement

 

My credentials

 

I am a CERTIFIED FINANCIAL PLANNER™ practitioner with an MS in Personal Financial Planning. I am a current active member of:

  • NAPFA (country’s leading professional association of Fee-Only financial advisors)
  • XYPN (A Financial Planners network focused on Generation X and Generation Y clients)
  • NAEA (National Association of Enrolled Agents)
CFP®
Enrolled Agent
NAPFA Fee-Only
XY Planning Network

My credentials

 
CFP®

I am a CERTIFIED FINANCIAL PLANNER™ practitioner with an MS in Personal Financial Planning. I am a current active member of:

  • NAPFA (country’s leading professional association of Fee-Only financial advisors)
  • XYPN (A Financial Planners network focused on Generation X and Generation Y clients)
  • NAEA (National Association of Enrolled Agents)

I have all the right skills, knowledge, and experience. let me Help You

I have all the right skills, knowledge, and experience. let me Help You

Fee-Only Financial Advisor