A complete list of active advisors currently associated with uVest Advisory Group, LLC

Warmer can help you find a great advisor at uVest Advisory Group, LLC or one who fits your needs even better.

uVest Advisory Group provides financial planning and portfolio management to individuals, high‑net‑worth clients, small businesses and retirement plan sponsors. Services described in the brochure include comprehensive and modular planning, investment consultation, education workshops, retirement-plan services, and targeted advice such as divorce planning and business consultation. The firm’s stated investment approach emphasizes passive, long‑term, buy‑and‑hold portfolio construction using diversified ETFs and individual stocks, with portfolio guidelines tailored to each client’s objectives and periodic rebalancing. Portfolios may be managed on a discretionary basis and the firm may recommend institutional sub‑advisors for specific mandates while relying on unaffiliated custodians for custody and trade execution. A noteworthy feature relative to peers is the firm’s regular offering of complimentary educational seminars and workshops on personal finance and investing, an uncommon service among similar independent advisors. The firm also highlights broader advisory services — including financial behavioral coaching and divorce‑related planning — while managing roughly $10.5 million in client assets across about 90 client relationships.

To learn more about the advisors currently working at uVest Advisory Group, 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
Erik Goodge	Newburgh, IN	10

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