Unified WealthReviews of unifiedwealthsystems.com

​Working with Eliot Lehrman of Unified Wealth has been a transformative business experience. Eliot possesses a unique ability to navagate complex financial and strategic hurdles and expresses them into clear, high-impact solutions. Unlike 'cookie-cutter' strategists, Eliot took the time to understand the DNA of my specific goals, providing a roadmap that has ability to yield measurable results within the immediate quarter of the year. ​His expertise in wealth unification and business strategy is second to none. He is responsive, knowledgeable, and maintains a standard of integrity that is refreshing in today’s market. If you are seeking a strategist who delivers sophisticated insight with a focus on long-term stability and growth, I cannot recommend Eliot Lehrman highly enough. He is a true 'Stellar' professional who elevates projects he touches."

She was patient, efficient, and faster than I thought this was going to take.

Maranda is super helpful and has reliable follow through. She helped me set up a self-directed Roth IRA and guided me every step of the way. It took some time, but there was never any doubt that creating and funding the account would be successful. Credit to Maranda for helping me to make it happen. I also wish to commend Justin for his detailed explanations and knowledge that helped me understand the best type of account for me.

Jaxton Borg helped explain the unified wealth model so well, it left me with the confidence needed to not only get my finances and taxes in order, but also to go ahead and expand my enterprise without worrying. He's elite, highly recommended

Maranda is a gem. Please give her a raise. She was unfailingly punctual, pleasant, and well informed. She was willing to call to get additional help or information, and was always positive in our interactions. She could serve as the example for the very best in customer service. p.s. don't forget the raise.

Very organized

From the first contact with Unified Wealth through the last it has been a pleasure to learn and create with all the advisors. Each one easily instills trust and confidence in the process by explaining thoroughly, answering all questions and maintaining a personal, but professional, demeanor. Best of all the Unified Wealth group has saved me time and research energy that can be focused elsewhere! My big thanks goes to Jaxton Borg, Brennan Felman, Ricardo Leyva and Micah Minchow and I’m looking forward to talking with the rest of the team in the future! Here’s to building success and wealth for us all!

Hello, my name is Kortez. Although this review is submitted later than intended, I would like to recognize the outstanding service I received. As a Retired Army Veteran transitioning to new professional opportunities, I had the privilege of working with Ms. Maranda Christeson in September 2025 during the initial setup of my LLCs. Navigating this process was unfamiliar to me, but Ms. Christeson ensured a smooth experience. She consistently made herself available to address any questions my team or I had. In instances when she was not immediately reachable, she reliably returned our calls and provided thorough, timely responses. While I initially approached this transition with some anxiety due to its novelty, I am extremely grateful for Ms. Christeson's guidance and mentorship throughout. Her exemplary customer service and support merit high commendation.