A Team Approach. A Clear Plan. Confidence for Your Future.
At Financial 1 Wealth, everything we do starts with one belief:
you’ve worked too hard for your money to leave your future to chance. That’s why we take a team-based, independent approach to financial planning and investment management—bringing multiple perspectives, deep expertise, and disciplined strategy together to help you make confident, informed decisions.
As a fiduciary financial advisory firm, we are legally and ethically committed to placing your best interests first—always. No hidden agendas. No one-size-fits-all advice. Just guidance built around what matters most to you.
As an independent firm, we are not limited to a single company or product line. This gives us access to a broad universe of financial services and investment solutions, allowing us to build strategies based solely on what’s best for you. What truly sets us apart is our depth of in-house expertise.
We have CPAs and estate attorneys on staff, working alongside our financial advisors to ensure your investments, tax strategies, and estate plans are coordinated—not siloed.
The result is a clear, coordinated path forward—designed to help you keep more of what you earn, protect what you’ve built, and move into the future with confidence.
That’s why we built the Keep-More Wealth Plan™ — a simple, proven approach to help you:
Keep more of what you earn
Build reliable income for life
Protect your family’s future
The Questions We Help You Answer
Most of our clients come to us with the same important questions:
- Can I retire early—or retire comfortably on my timeline?
- Are my investments really working hard enough for me?
- What’s the best approach for long-term care?
- What are the key elements of a sound estate strategy?
- Do I have enough insurance to truly protect my family?
If you’ve asked yourself any of these, you’re not alone. Our experienced professionals have helped many people just like you navigate these exact concerns—and we specialize in creating strategies designed to fit your individual situation, not someone else’s.
How We Help You Protect What You’ve Built
Our team works with individuals, families, and business owners to deliver integrated investment management and financial planning, creating coordinated strategies that help you:
- Actively manage and grow your investments with tax-smart strategies
- Reduce unnecessary taxes that quietly erode long-term returns
- Create reliable retirement income you can depend on for life
- Plan for long-term care without putting your lifestyle or legacy at risk
- Protect and preserve your estate, so your wishes are carried out clearly and efficiently
- Manage risk intentionally, so your wealth is protected in good markets and bad
We don’t believe confidence comes from guessing.
We believe it comes from having your investments and planning working together — with a clear strategy behind every decision.
Serving Clients Nationwide — Wherever You Are
We work with clients across the United States, providing investment management and financial planning through secure virtual meetings and a highly personal advisory experience.
With offices in the DC–Baltimore area in Maryland and the Miami Metro area in Florida, we combine the accessibility of local service with the reach of a nationwide firm.
No matter where you live, our focus is the same: to help you keep more of what you earn, retire with confidence, and protect your family’s legacy.
If you’re ready for clarity instead of questions—and confidence instead of uncertainty—we’re here to help.
Schedule Your Complimentary Wealth Preservation Session
Meet the Team
At Financial 1 Wealth, you don’t work with just one advisor — you work with a team of experienced professionals dedicated to protecting what you’ve built. Our firm brings together financial advisors, CPAs, and an in-house attorney to deliver coordinated, strategy-first guidance across every area of your financial life. Each member of our team plays a specific role in helping ensure your plan is thoughtful, integrated, and built around your best interests.
Together, we focus on one goal: helping you keep more of what you earn, retire with confidence, and protect your family’s legacy.
Tatyana Bunich
President & Founder
With over 35 years of experience, Tatyana founded Financial 1 Wealth to help families protect their wealth through strategy-first planning, integrity, and long-term clarity.
Brian M. Spern
Senior Estate, Business & Wealth Planning Attorney
Brian provides in-house legal guidance for estate planning, asset protection, and business formation, ensuring each client’s strategy is legally sound and thoughtfully structured.
Jeffrey Linker
Director of Tax Services
With more than 45 years of experience, Jeffrey leads tax strategy for individuals and small businesses, specializing in complex tax planning across multiple industries.
Sammy Spern
Director of Tax & Client Services
Sammy leads tax strategy and client relationships with a focus on education, personalization, and long-term success, working closely with clients at every stage of planning.
Staci Henderson
Chief Operating Officer (COO)
Staci oversees firm operations with a focus on accuracy, efficiency, and client experience, ensuring strategies are executed seamlessly and with precision.
Elana Spern
Director of Operations & Marketing
Elana leads operations, communications, and marketing initiatives, helping create a clear, consistent, and engaging experience for clients and the firm as a whole.
Malinda Trapp
Director of Client Services
Malinda ensures a seamless, high-quality client experience through exceptional service, attention to detail, and reliable coordination at every step.
