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About
Our Team
Wade Marcy - Managing Partner
Michael Turgeon - CEO
Vinny Merino - Estate Attorney
Amanda Ross - Tax Accountant
About
Our Team
Wade Marcy - Managing Partner
Michael Turgeon - CEO
Vinny Merino - Estate Attorney
Amanda Ross - Tax Accountant
Resources
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Flowcharts
Affiliates
Account Access
Altruist Login
Schwab Login
RightCapital Login
Contact

Our Process

Step 1: Initial Discovery

Step 2: Strategy Development

Step 3: Strategy Presentation

Step 4: Implementation

Step 5: Ongoing Review & Adjustment

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404-200-6464

1275 Shiloh Rd NW STE 2730

Kennesaw, GA 30144

info@unityfinancialplanning.com

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Form ADV Part 2B - Wade R. Marcy

Form ADV Part 2B - Michael Turgeon

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