We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

833-572-2288Find U-Vest® Offices

Why Our Clients Work With Us!

Check out this quick video on why our clients choose U-Vest®

You Deserve a Strategy That Adapts to Your Needs.

That's why we want to shift the way financial services are provided. Our goal is to move financial planning forward by providing clients an open atmosphere and a diverse pool of resources for their financial needs.

Investment & Advisory Programs

Stocks, Bonds, ETF’s, Mutual Funds, and more. Learn about how we manage your investments.

Learn more

Personal Insurances

We offer Annuities, Life, & Disability plans through our strategic partners.

Learn more

Legacy / Planned Giving

Meet with an advisor to learn about how you can leave your legacy to family and charities.

Learn more

Education Funding

Learn about the education investing options available to you, and start investing for your child’s future today.

Learn more

Business Retirement Plans

We work with all business types ranging from the one-person shops to large companies.

Learn more

Financial Planning

Work with our three CFP® Professionals and our other advisors to create a plan that grows and changes just like you do. 

Learn more
Our Process

Our Process

At U-Vest® Financial, we take a comprehensive financial planning approach to investing & managing your wealth. We spend the time learning about your objectives, reviewing your data, and doing our best to put ourselves in your shoes, so we can make recommendations based on you. We may request a bit more homework than most, but this is because we believe that making proper recommendations requires proper knowledge & planning.

Our process for individuals and families includes, Retirement, Accumulation, Estate, Education, Insurance (Life, Disability, Long-Term Care) and more. Our process for businesses includes Business Financial Planning, Retirement Planning & Design (401(k), SEP, SIMPLE, etc.), Business Overhead Insurance, Group Insurances, and more.

Our Team

Our Team

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. Our mission is simple: To help our clients focus on their unique financial pathway by providing a comfortable and exciting atmosphere to invest.

Meet Our Experienced Advisors

Have a Question?

Thank you!

We’d love to hear from you!