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.
We will help create a roadmap for you to achieve your financial goals: Whether it is to save for your first home, to save for your kids' education or retirement.We will then help you to stay focused and execute according to the plan. We will develop a written statement of your long-term investment objectives and provide a framework to handle your investments.
We will help create a roadmap for you to achieve your financial goals: Whether it is to save for your first home, to save for your kids' education or retirement.We will then help you to stay focused and execute according to the plan. We will develop a written statement of your long-term investment objectives and provide a framework to handle your investments.
Services
To help clients achieve financial wellness by providing Fee-Only Financial services with a relentless focus on Personal Attention and Trust. My name is Vid Ponnapalli. I am the owner of Unique Financial Advisors & Tax Consultants. I provide customized Financial coaching, Investment Management, and Tax services for Busy, Mid-career Professionals.
We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.
An ongoing planning service that takes a 360-degree view of all aspects of your financial situation. Our process and personalized service help you navigate through life's financial decisions. Comprehensive financial planning is not a one-time activity. Nor it is about delivering you a stack of documents to go through.
Our investment philosophy is to manage your money in low-cost, tax-efficient, globally diversified portfolios for the longer-term. Based on a well-defined criteria, we allocate and rebalance portfolios at the household level (as opposed to at individual account level). We will continuously monitor your portfolio and rebalance as needed.
We offer tax services as a convenience to our advisory clients - to become a one-stop source for their financial service needs. We are a one-stop shop for all your tax related needs. While tax planning is integral part of our financial planning subscription, tax preparation is a seperate service.
As part of our planning process, we will Identify tax saving opportunities in your current situation, project your future income taxes, and develop tax planning strategies.At the time of preparing your taxes, we will leverage these strategies to maximze your deductions. Taxes on time is peace of mind!
As part of our planning process, we will Identify tax saving opportunities in your current situation, project your future income taxes, and develop tax planning strategies.At the time of preparing your taxes, we will leverage these strategies to maximze your deductions. Taxes on time is peace of mind!
Reviews (10)
Jennifer Roche
Sep 13, 2021
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A few years ago, we began our search for a financial advisor. It was important to us to use a fee-only advisor, who we felt comfortable with. We found Vid online, and liked his background about how he got into the business. Vid fit the bill perfectly.
Vid helped us get an accurate picture of our finances, helped us define our goals, and made recommendations to help us meet them.
Vid is smart and kind. We are fortunate to have had the opportunity to work with him. The peace of mind from knowing that you are on the right path, is priceless.
Vid helped us get an accurate picture of our finances, helped us define our goals, and made recommendations to help us meet them.
Vid is smart and kind. We are fortunate to have had the opportunity to work with him. The peace of mind from knowing that you are on the right path, is priceless.
Nikhil Dangi
Aug 18, 2021
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My wife and I were looking for a Financial advisor for a long time and met this couple (Vid and his wife) randomly on a cruise and he happened to be a Financial advisor. It’s been almost 2 years now since Vid is working with us on our financial goals and planning for our secure retirement. He is always a text or call away for any questions. I would highly recommend Unique Financial Advisors to anyone who is looking for a professional to manage their wealth/debt and get educated on retirement planning.
Pras Shah
Aug 17, 2021
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Vid has been guiding us as a Financial advisor for close to a year now for our retirement planning. He has devoted as much time as we required to guide us thru the maze of options and explain the pros and cons of
each of the and the best course of action based on his experience. The greatest value addition is Vid's ability to look at the short term as well as long term goals, educate us on what may or may not be required and balance out the financial requirements. Being our Fiduciary we are assured that he has our best interest first. Looking forward to a long and fruitful relationship
each of the and the best course of action based on his experience. The greatest value addition is Vid's ability to look at the short term as well as long term goals, educate us on what may or may not be required and balance out the financial requirements. Being our Fiduciary we are assured that he has our best interest first. Looking forward to a long and fruitful relationship
Peter Donohue
Jun 14, 2021
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I highly recommend Vid as a financial advisor.
My husband and I initially engaged Vid for a one-off plan, but those early sessions working together convinced us that we really wanted Vid's ongoing assistance and counsel. As you'd expect of any reputable advisor, Vid is extremely knowledgeable of tax rules and financial products and provides a user-friendly suite of tech tools to help organize your finances. But Vid's people skills are what really set him apart - he listens closely and takes time to understand your wants and needs.
Vid seems to have a true passion and enthusiasm for assisting
My husband and I initially engaged Vid for a one-off plan, but those early sessions working together convinced us that we really wanted Vid's ongoing assistance and counsel. As you'd expect of any reputable advisor, Vid is extremely knowledgeable of tax rules and financial products and provides a user-friendly suite of tech tools to help organize your finances. But Vid's people skills are what really set him apart - he listens closely and takes time to understand your wants and needs.
Vid seems to have a true passion and enthusiasm for assisting
Nina Ramos
Aug 11, 2020
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We came to Vid as we need direction on our finances. He was able to help us organize and understand our situation and went on board with Financial planning. He explains in detail the depth our needs and priorities. He treated us like family. Confidentiality is highly taken with its utmost importance at this firm. With technology they mostly have a neat setup of everything done electronically. I highly recommend them for any Financial needs.
Patryk Mielnicki
Jul 24, 2020
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My wife and I decided to get help managing our finances and controlling debt. When we found Vid we knew he was the guy we could trust to help us, after our initial conversation. He’s easy to work with and is always there to answer questions. He quickly put a financial plan together for us with short and long term goals.
I would definitely recommend him if you want your financial future in good hands.
I would definitely recommend him if you want your financial future in good hands.
Elizabeth Sutton
Jun 15, 2020
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Laura Parks-Wright
Jan 12, 2020
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Unique Financial Advisors provides excellent customer service and is very knowledgeable about today’s financial environment. Vid is very patient and will answer all questions without any admonishment or judgment. He provides insight to guide one to make solid decisions about one’s individual financial future. I trust Unique Financial Advisors to give sound advice and help my family achieve our goals.
Raina Hall
Dec 07, 2019
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Vid is very knowledgeable about financial planning and the latest tax rules. He is easy to work with and cares about his clients as people. He works at understanding your individual situation, and the emotional psychology behind your financial/investing action (or inaction), then explaining it so that you make better decisions. With his coaching, we updated our estate planning, maximized our contributions, and are balancing our portfolio. We specifically wanted to know the best way to approach Roth IRA conversions. Vid did the analysis and presented us with scenarios to consider. Complicated with
Monica Knox
Nov 24, 2017
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If you are looking for that "Unique" customer service when planning for your future...or just good sound advice, Unique Financial Advisors &Tax Consultants is where you want to start.
It's not often you can sit down with a person who "listens" to where you are looking to be in the future and take your ideas and / or dreams and put them into proper perspective.
Unique Financial Advisors & Tax Consultants provide down to earth guidance, provides weekly emails keeping you informed with up to date information about what's going on in the world and your money and educational reading material to help
It's not often you can sit down with a person who "listens" to where you are looking to be in the future and take your ideas and / or dreams and put them into proper perspective.
Unique Financial Advisors & Tax Consultants provide down to earth guidance, provides weekly emails keeping you informed with up to date information about what's going on in the world and your money and educational reading material to help
