A complete list of active advisors currently associated with University Financial Strategies, LLC.
Warmer can help you find a great advisor at University Financial Strategies, LLC. or one who fits your needs even better.
University Financial Strategies, LLC works with individual and high‑net‑worth clients to provide tailored investment management and comprehensive financial planning services, including cash‑flow, tax, retirement, and estate planning. The firm also offers retirement‑plan consulting for employer plan sponsors and provides held‑away account services for workplace retirement accounts. UFS primarily implements passive, asset‑allocation portfolios built with index funds and separately managed account sleeves, while offering alternatives such as direct indexing and access to third‑party model portfolios. For held‑away accounts the firm uses an account‑aggregation tool (Pontera) to monitor and, where the client enables access, make allocation changes, and it maintains that it does not take custody of client assets. Noteworthy for a solo independent adviser, UFS offers educational seminars and speaking engagements in addition to one‑on‑one planning, and the brochure discloses insurance review services and staff experience as an insurance representative as part of its planning capabilities. The firm also integrates third‑party estate‑planning technology and platform relationships (including participation in a model marketplace), a mix of services that is less common among similarly sized independent advisers.
To learn more about the advisors currently working at University Financial Strategies, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 25
|
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