A complete list of active advisors currently associated with Urban Financial Advisory Corporation

Warmer can help you find a great advisor at Urban Financial Advisory Corporation or one who fits your needs even better.

Urban Financial Advisory Corporation serves mid‑ to high‑net‑worth individuals and related entities, providing comprehensive financial planning and portfolio management on both discretionary and non‑discretionary bases. The firm also delivers tax compliance and income/estate tax planning and makes available separate legal estate‑planning services through its attorney affiliate; it has experience working with corporate retirement plans, including employees of BP plc and predecessors. The firm’s process starts with written financial planning and projection work to determine how much of a client’s assets can be committed for the long term, using that analysis to build an investment policy that prioritizes time horizon and diversification. Implementation typically employs diversified mutual funds and ETFs for equity exposure, bonds or bond funds (and individual bonds for larger portfolios) for liability‑matching, and clients receive quarterly performance reports that also serve as ongoing policy updates. Compared with many multi‑team advisory firms, UFAC combines investment advice with in‑house accounting expertise and access to attorney‑provided estate services — a combination that is statistically uncommon among peers. The firm operates on a fee‑based, no‑commission model, emphasizes a planning‑first, consultative approach, and applies proprietary and third‑party analytical tools to manager selection and portfolio monitoring.

To learn more about the advisors currently working at Urban Financial Advisory Corporation, 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.