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.
The firm provides financial planning and portfolio management to individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors. Services include comprehensive and modular planning (cash flow, retirement, tax, estate and divorce planning), investment consultation, business consultation, and financial behavioral coaching. Investment management emphasizes a passive, long-term buy-and-hold approach using ETFs and individual stocks with periodic rebalancing; the firm combines elements of fundamental and technical analysis and permits reasonable account constraints when designing portfolios. Portfolios may be managed on a discretionary or nondiscretionary basis, and the firm may recommend institutional sub-advisors to implement specific strategies. Notably, the firm offers complimentary educational workshops covering personal finance and investing topics and provides short “quick start” planning formats (2–3 hours) in addition to more extensive engagements, a service model that is uncommon among peers. The firm also discloses the use of sub-advisors for certain accounts and explicitly limits proxy voting and solicitation activities, which may be relevant for clients who prefer to retain voting control.
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 |
|---|---|---|
Newburgh, IN
| 10
|
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