Our Story
Who We Are
We’ve been helping clients in the greater Westchester County, lower Hudson Valley, and surrounding New York City areas invest for their future since 1994. When Unified Retirement Planning Group was founded in 2016, it allowed us to continue that work with the same steady, client‑centered approach that shaped our early years.
What began as a local practice has grown into a firm that now serves clients across the country. Even as our reach has expanded, our foundation hasn’t changed: we remain selective in the relationships we take on so we can provide the level of attention, clarity, and personal connection our clients value. Today, we honor our local roots while supporting individuals and families nationwide with the same thoughtful guidance that has defined us from the beginning.
How We Show Up for Clients
We’re an independent fiduciary firm focused on the complex and changing needs of people age 50 and older. We take on a select number of client relationships so we can remain accessible, attentive, and fully engaged in the details that matter to your financial life.
Fiduciary Guidance
Your interests come first in every recommendation, with clear communication and full transparency.
Selective Relationships
We work with a limited number of households so we can provide the time, attention, and clarity our clients value.
Steady Support
With decades of real‑world experience, we help you navigate the emotional and financial decisions that shape retirement.
The People Who Support Your Plan
Our advisory work is supported by a small, dedicated team who helps ensure every client receives steady, personal attention. Together, we create the organized, responsive experience our clients value. Meet the full team →
Client Experiences
Our clients’ experiences say more about our work than anything we could write ourselves. Below are a few quotes that reflect the clarity, steadiness, and personal attention we aim to bring to every relationship.
Read all the Testimonials →
"The difference was amazing. Pete showed me I was able to go forward with retirement with confidence, which I am enjoying immensely."
Scott
Retired
"Peter addressed my concerns with a comprehensive financial plan that eased my worries about the unknowns."
Monica
Retired
“Peter Gallagher changed my life. He understood my needs and goals at a very difficult time.”
Nina
Retired
These statements reflect the experiences of individual clients. They may not be representative of the experience of others and are not a guarantee of future performance or success. For additional reviews, search for Unified Retirement Planning Group on local business review platforms.