Your Financial Future, Planned With Care
Expert guidance for life’s most
important financial moments
What You Get
Life can be filled with tough choices and
unexpected situations, which is why we are
here to help you explore your options and
build the right plan for your money. We are
here to be your dedicated coach, quarterback
and advisor for all things financial.
Personalized
There is no one-size-fits-all approach to finances. Our individualized, strategic services provide you with exactly what you need, when you need it.
Unbiased
As a fee-only financial advisory firm, we are paid only by you, allowing us to focus fully on you without any conflicts of interest or commissions from investments or products.
Collaborative
Exceptional client service is our top priority. We take the time to listen, explore the details with you, and answer your questions—striving to build a trusted long-term relationship.
Proudly Featured In
What We Offer
Enjoy financial wellness with the help from a partner dedicated to your goals
Vid Ponnapalli is a Fee-Only financial planner, and owner of Unique Financial Advisors located in Holmdel,
NJ with satellite offices in Iselin, NJ, Princeton, NJ, and New York City. Vid provides customized financial
planning, investment management, and tax services for busy professionals.
Plan For Your Future
We will help create a
roadmap to achieve your
goals, from saving for your
kids’ education to retirement
and more.
Minimize Taxes
With a specialization in tax
planning, we will assist
with strategically
organizing your wealth to
reduce your taxes.
Get Organized
Organization is fundamental to financial success. From cash flow and investments to taxes and estate planning, we will help get
everything in place.
Who We Serve
A one-stop source for all of your unique financial needs
Busy Mid-Career Families
You have increasingly complex needs and goals as you balance your professional careers and your family. We’re here to help you achieve financial freedom.
Professionals Thinking of Retirement
Your may not have a set retirement date yet, but you want to make sure your finances are organized the right way now to make sure that your post-work life is everything you envision it to be.
Don’t Settle For Less
You deserve a dedicated, experienced partner to help you
understand your options and solidify the next steps.
Featured Insights
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What to Consider When Selling a Property Overseas? – Unique Financial Advisors
What to Consider When Selling a Property Overseas? Whether you live overseas and are returning home to the U.S. or…
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What to know about ROTH conversions – Unique Financial Advisors
Are you debating if you should convert some of your Traditional IRA money to a ROTH IRA this year? Today,…
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3 Most Dangerous Myths About College Savings – Unique Financial Advisors
Saving for a college education is a primary financial goal for many parents. Yet, I hear several myths about college…
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.
