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About Us

Welcome to Universal Financial Group

For more than 30 years, Universal Financial Group has served clients as they work toward their financial and personal goals. Our goal is to offer clients a wealth management process, a disciplined investment approach, exceptional experience, and independent resources.

A team effort in serving clients

Our team of advisors works closely together, sharing expertise and consulting collaboratively on financial issues. This allows us to offer each client the best of what our firm offers, from investment planning to retirement benefits to tax-sensitive strategies.

A disciplined approach to managing financial affairs

We help you develop a comprehensive financial plan with well-defined investment policy guidelines and asset allocation targets. Then we focus on maintaining the strategy that is most likely to meet your short- and long-term goals, rather than reacting constantly to short-term market movements.

A broad range of products and services

We offer access to the full range of investment and financial planning services, including in-house and external investment management, tax-sensitive strategies, and alternative investments. We have experience in all aspects of retirement plan design, implementation, and management, and can provide guidance on retirement plan distributions and rollovers.

A commitment to clear communication

We know that investors who understand their investment strategies are more likely to be confident and successful, so we seek to communicate understandable concepts and design clear blueprints for working toward financial independence.

The independent professionals of Universal Financial Group always put client interests first. Talk to us about the importance of long-term planning with a focus on safety and capital preservation strategies. Discover the value of experience, personal service, and unbiased, independent advice. We’ll do our utmost to serve you.