U-Vest Financial

Regardless of your life stage, income or goals, the team at U-Vest™ Financial can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Our mission is simple: As independent financial advisors, we help our clients focus on a sound financial pathway by providing a comfortable and exciting atmosphere to invest, plan, and manage their wealth.

The financial advisors associated with U-Vest Financial help individuals and businesses invest, plan, and manage their wealth by providing customizable and diverse products and services through Waddell & Reed. We strive to motivate clients to plan for their financial future, work with clients to reduce the aggravation of financial confusion, and empower clients with a hands-on approach.