Unity Wealth Partners

Unity Wealth Partners is a finance institution located at 4050 West Metropolitan Drive in Orange, California, United States. Our focus is on providing financial planning driven by life-design for business owners, journeymen linemen, medical and dental professionals, and their families nationwide. We believe in aligning investments and technical topics with life-design to help you live the life you design.

Brandon, our founder, has a long history in the financial planning world and a passion for helping those in the medical and dental professions. With a background in finance and a rigorous financial planning program completed at UCLA, Brandon is dedicated to guiding his clients towards a life of fulfillment and significance.

Nurture Financial Planning, a division of Unity Wealth Partners, was created to provide professional financial advice specifically tailored to medical and dental professionals. Whether you're just starting out or established in your career, our mission is to help those who help others navigate their financial journey.

Our process involves a series of meetings to align your values with your financial goals. We utilize mind-maps to design your life with your money, ensuring responsible financial decisions that align with your unique situation. Regular check-ins and ongoing support ensure that your financial plan continues to align with your life design.

At Unity Wealth Partners, we specialize in financial planning services including cash-flow efficiency strategies, estate planning, investment/retirement account management, planned giving, corporate talent retention, and business management. Our ultimate goal is to see our clients embrace challenges, overcome obstacles, and thrive after working with us.

Schedule an initial meeting with us today to start building a better financial future. We also offer speaking engagements at hospitals, universities, and medical groups. Advisory services are offered through Unity Wealth Partners LLC, a Registered Investment Adviser. Please note that the information provided is not a substitute for individualized tax advice and specific tax issues should be discussed with a qualified tax advisor. We are here to help you on your journey towards financial success and fulfillment.