Your Goals Are Our Priority
We’re here to help you feel confident in your financial future.
Our Promise to You
To be a continuous resource in every stage of retirement by uniting clear communication, thoughtful planning and a personalized understanding of your unique situation – because you deserve it!
Marsha Harris
Founder | 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.
Growing up, Marsha attended Unity parochial school. This experience profoundly impacted her life and inspired the name of her company, Unified Wealth & Retirement Planning, and the dream catcher logo. A tribute to her Native American Heritage, the dream catcher is also a perfect symbol of the strength and unity of a well-crafted financial plan – exactly what Marsha provides for clients.
Marsha's commitment to holistic financial planning is evident in her personalized approach, guiding clients to weave together all the core threads – income, investments, health care, taxes and legacy planning – to achieve their retirement goals.
“The best part of planning is putting all the pieces together in a way that paints a picture and shows someone they can start living the next chapter of their life without worry,” Marsha says.
With over 25 years of experience in the industry, Marsha opened Unified Wealth in 2003, focusing on helping clients move to and through retirement with financial confidence.
“Clients say they ‘couldn’t do it without me,’ but the truth is, I couldn’t do it without them. 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.”
An Investment Adviser Representative, Marsha holds her Series 65 securities license and insurance licenses in life, health, annuities, long-term care and Medicare.