Who We Are

About Unified Wealth™ & Retirement Planning

At Unified Wealth™ & Retirement Planning, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. We are proud to be independent financial professionals.

Marsha Harris

Founder and CEO

As founder and CEO of Unified Wealth™ & Retirement Planning, Marsha has long been driven by a passion to educate, empower, protect and serve clients as they pursue their unique retirement goals and dreams.

“Clients say they ‘couldn’t do it without me,’ but the truth is, I couldn’t do it without them,” Marsha says. “They motivate me every day to work harder, be smarter and continuously evolve so we can always provide the best possible experience, because they deserve that.”

Marsha obtained her life and health insurance license in 1999 and started her professional career in product marketing, helping financial advisors across the country find insurance solutions for their clients. She later worked in personal banking and securities for Bank One before founding her own firm in 2003.

At Unified Wealth™, a financial planning and coaching firm dedicated to helping people move to and through retirement with financial confidence, Marsha aims to provide clients with clarity, comfort and custom solutions. Always mindful that retirees and pre-retirees often experience emotions ranging from joy and excitement, to fear and uncertainty. “I take a comprehensive approach to supporting my clients, offering advice and resources that cover both financial and non-financial aspects of their lives."

The second youngest of seven siblings, Marsha remains guided by the values and work ethic she learned from her middle-class parents while growing up in Fort Wayne, Indiana. She was inspired by their persistence and resilience as they faced many of the same struggles as other small business owners.

“They taught me that taking risks to pursue your dreams can be scary at times, but it can also be rewarding,” Marsha says. “This gave me a template for how a career could be shaped.”

An Investment Adviser Representative, Marsha has passed her Series 65 securities exam and also is a licensed agent in life insurance, health insurance, annuities, long-term care and Medicare.

“When you find your passion, your true calling,” she says, “then what you do feels like a privilege, not work.”


1910 St. Joe Center Rd, Unit 45
Fort Wayne, IN 46825


Phone: (260) 338-2379

HOURS: M-F 8:30am-5:00pm

Marsha's goal is to help you formulate a customized plan that will help you achive your unique retirement vision.

Learn how by checking out Marsha's Podcast!

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