A collection of resources to help you on your financial journey.

Financial Resource Center

The Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for all age groups.

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Angela Coleman, Fiduciary Investment Advisor, discusses the importance of not leaving free money on the table and contributing enough to your employer plan to fully benefit from the employer match

Fiduciary Investment Advisor, Billy Lanter, spoke with Forbes, highlighting the benefits of a Roth 401(k) versus a Roth IRA.


In the Unified Trust Library you will find a collection of white papers and articles on a variety of financial issues relevant to today's investor.


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Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.