Our Services

University Financial Group offers a full suite of services for people of all economic strata. From helping individual investors and business owners, to new families, career professionals, retirees and more, our advisors specialize in integrating every area of your financial life. Whatever you may hope to achieve, we’ll help ensure your strategy works in unison with all your goals, so you can carry financial peace of mind and stay focused on what matters most.

No matter what you need, or when you need it, we’ll be here to help you maintain your financial freedom through all of life’s stages.


Our focused approach starts with understanding your needs and values. We then develop tailor-made strategies to help secure your short-term interests while protecting your long-term goals. Our customized strategies take everything into consideration, including your unique risk tolerance, your family and employment situations, and more.


Uncertainty is a part of life, and our advisors value lasting strategies that protect our clients’ best interests. We offer strategies across a spectrum of services that help ensure the continued protection of your loved ones, your assets, and more. We will defend what you’ve worked so hard to achieve.

Employee Benefits

Whether you are seeking to transition ownership of your business to family, improve corporate benefits, or more effectively reward and retain employees, our advisors have you covered. We can help you and your firm across a spectrum of retirement plan services, including customizing employee education, assisting cost control measures and more.