Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edwards Unity Wealth Planning, Financial planner, 9015 Town Center Parkway, Unit 110, Sarasota, FL.
09/04/2026
A great few days at LPL Focus 2026 last month! Our team spent time learning, collaborating, and exploring new strategies to help us continue delivering thoughtful guidance and personalized service to our clients.
09/03/2026
As hiring has declined across nearly every field, new data suggests that liberal arts graduates may be best suited to adapt.
The Most Versatile College Majors for Entering the Job Market, According to a New Analysis
09/01/2026
What’s shaping market performance this week? Dive into the latest LPL Market Commentary for insights on economic trends, market activity, and investor sentiment.
Read more: https://www.unitywealthplanning.com/weekly-market-commentary
08/31/2026
“An investment in knowledge pays the best interest.” – Benjamin Franklin. Knowledge is one investment that never loses value. The more you learn, the more opportunities you create for your future. Keep growing, keep learning, and watch the returns compound. 📚💡
08/27/2026
Use this checklist as a starting point for your next planning conversation
Legacy Planning Checklist: Are You Prepared for Potential Estate Tax Changes?
08/25/2026
Stay informed and make confident financial decisions with insights from this week’s LPL Market Commentary. See what’s shaping today’s market environment. Read more: https://www.unitywealthplanning.com/weekly-market-commentary
08/24/2026
“I care not what subject is taught, if only it be taught well.” – T.H. Huxley. Great teaching can make any subject meaningful. When knowledge is shared with passion, clarity, and purpose, it inspires growth and opens new possibilities. Keep learning and never underestimate the power of a great educator. 🍎✨
08/21/2026
Life changes, and your estate plan should keep pace. Whether you've experienced a major milestone, expanded your family, or updated your financial goals, regularly reviewing your plan can help provide peace of mind for the future.
08/20/2026
For young home buyers navigating a pricey housing market, the Bank of Mom and Dad is open for business.
Parents Are Helping Their Kids Buy Homes These Days. How to Do It the Right Way.
08/18/2026
Get the latest market perspective with this week’s LPL Market Commentary. Learn about the forces influencing markets, investors, and the broader economy. Read more: https://www.unitywealthplanning.com/weekly-market-commentary
