As seen in
Baltimore Five Star award winner

PROFESSIONAL PROFILE

 

Tatyana Bunich

President / Wealth Manager
Financial 1 Wealth Management Group
8850 Columbia 100 Pkwy Ste 403
Columbia, MD 21045
Office: 410-908-9293
Cell: 443-622-1226
tbunich@ifgrr.com
www.financial1wmg.com

Professional Approach

Tatyana has more than 25 years of experience serving customers and the local community. Her philosophy is to work with honesty and integrity every day, and to offer exceptional customer service. She pays close attention to each client’s specific situation, listening to their needs, working closely with them, and making it her goal to forge lifelong relationships.

We work with individuals and families who have worked a lifetime and are concerned about the possibility of running out of money during retirement and who fear taxes and costs will negatively impact their legacy to loved ones or charities.

At Financial 1 Wealth Management we understand you may experience the same anxiety, which is why our top priority is to protect your wealth. In addition to providing you with investment and tax strategies we will coordinate all areas of your financial life from analyzing your insurance coverage to assisting with estate and trust needs. This collaborative approach insures that each party is working in harmony with the other to create one complete roadmap.

We believe managing all of the moving pieces reduces stress and can help you create a clear vision for your future.

Tatyana has built a reputation for providing trustworthy, well-researched advice to her clients. She uses a proprietary planning model that allows her to create a highly customized plan to meet each investor’s needs.

Financial 1 Wealth Management Group was founded in 2007 as a full-service financial services firm built on a foundation of trust and respect. Over the decades it has remained on the forefront of providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth. Financial 1 Wealth Management Group has a tradition of excellence that has helped establish and maintain its good name in the community.

The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience. Tatyana believes in a proactive approach to wealth management to minimize risks and provide greater opportunities.

See Accomplishments

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Financial 1 Wealth Management Group and IFG are unaffiliated entities.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,865 Baltimore area wealth managers were considered for the award; 265 (14 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 1759 considered, 232 winners; 2017: 1093 considered, 355 winners; 2016: 1215 considered, 356 winners; 2015: 1749 considered, 412 winners; 2014: 1484 considered, 395 winners; 2013: 1490 considered, 448 winners; 2012: 1470 considered, 262 winners.