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Start Crafting Your Perfect Paradise

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

Investing in the financial markets is perceived by many investors as complex and intimidating. At Universal Financial Group we take the mystery out of investing, helping you with strategies that seek to build assets for retirement and other long-term objectives with the clarity you seek.

Our mission is to take the difficulty out of helping you work toward your important goals while increasing your confidence and sense of financial stability. Learn how the independent advisors at Universal Financial Group can help you pursue all your wealth management goals.


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The Five Star Wealth Manager Award

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. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As determined 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 ne; B. Had more than a total of three customer complaints led against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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