We look at client’s Unified financial condition, not just their insurance and investments like most financial service providers. We do all aspects of those important needs but go beyond just the numbers. We provide financial planning that includes not just your goals, but many more topics that impact your daily life and the risks often overlooked. We bring together financial services, debt, credit, and identity theft monitoring, as well as cybersecurity advice. We believe your online “digital self” is as important to a financial plan as any other aspect and teach you how to protect it all. Your financial world has become increasingly complex.
The concept is to provide direction for these life needs.
We have found that most people are overwhelmed by the increasing number of choices in every area of their financial lives, caught up in the noise of advertising. Having to work with many companies for all these services. This can unintentionally leave some risks uncovered while paying too much for other benefits.
We will create a Unified financial plan for you. The plan will cover today's needs, as well as your long term and retirement goals.
We bring your financial life together.
Meribeth joined our team in 2021 as the office associate and communications manager. She has been been working in the back office of financial services for years. Meribeth previously worked with Steve at PSECU Financial Services, and was excited to rejoin him and his mission to create successful financial futures for his clients.
Meribeth is a graduate of Point Park University in Pittsburgh, PA with a B.S. in Human Resources Management and an A.S. in Applied Business.
President and Wealth Advisor CFS*
Steve Landersman, CFP® is a nationally recognized financial planner, speaker, and author. Landersman is the Co-Author of RETIRE LIKE A SHARK, with Kevin Harrington, an original Shark on ABC TV’s Emmy award winning Shark Tank.
You may have seen him on NBC, ABC, CBS, and FOX network affiliates and websites such as Business Insider, Yahoo! Finance, Real Simple, Seniors Matter, Retirement Awaits, MSN money, and others.
Steve has presented over 100 retirement workshops for the Commonwealth of Pennsylvania, helping thousands learn about their benefits, options, and advanced planning techniques for their retirement. Landersman has been a guest speaker and panelist at national financial planning conventions offering other advisors his viewpoints.
He is the Founder and President of Unifi Advisors LLC and he’s been successful in the financial services industry for over 30 years, bringing all that experience a lengthy career provides to the table. He earned his CFP® designation in 1993 and has been following their tenants of being a good fiduciary ever since.
His focus over the last 2 decades has been on Retirement and Estate Planning. Too often one goal is unnecessarily sacrificed for the other.
To this end he created the proprietary Unifi Wealth process. It encompasses the firm’s unique approach to bring peoples varying retirement and estate plans together. He and his team have helped hundreds of successful professionals, executives, business owners and retirees lower their taxes, reach their goals, and upgrade their lifestyle.
When you first meet Steve it’s easy to see why people trust him with their future. He has a wealth of knowledge but explains complex concepts in a way everyone can understand. His public speaking engagements are not only informative, but enjoyable. This is something unique in a button-down, jargon-rich industry.
Steve and his wife enjoy his classic car collection, including her favorite, a Karman Ghia. They like to travel, play golf, and support local charities that positively impact the lives of those in the community. His motto says it all, “Do well by doing good!”
Financial Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Securities and advisory services offered through CUSO Financial Services, LP (Member FINRA/SIPC) and SEC Registered Investment Advisor. Unifi Advisors LLC is not an affiliate of CUSO Financial Services, LP (*CFS)
Our proprietary Unifi Wealth process has successfully helped our clients Protect, Preserve, and Pass On their wealth. This has given many the lifestyle upgrade they deserve.