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

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Tuesday, May 21, 2024

May Spotlight: Tobi Sanders

Friday, May 3, 2024

Updates + Meet Dustin Johnson!

Friday, February 23, 2024

Five Most Overlooked Tax Deductions, U-Vest® Financial x 2024 Forbes/SHOOK Top Teams Summit, Reminder to Contact Your Financial Advisor, Download the U-Vest® Financial 2024 Tax Guide, and Download our Tax Form Mailing Schedule!

Thursday, February 22, 2024

Tips for Tax Season, Reminder to Contact Your Financial Advisor, and Download Our 2024 Tax Reference Guide!

Monday, December 11, 2023

Check out this video from our CEO, Mike Davino, to learn more about why we encourage using a moderate allocation no matter your stage of life.

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Wednesday, November 22, 2023

Fall Open Enrollment Period is Now, U-Vest® Conference 2023 Recap, and U-Vest® Financial x Team USA Paralympian Beatriz Hatz!

Thursday, October 26, 2023

Estate Planning Tips 📣

Monday, September 18, 2023

Life Insurance Awareness Month, U-Vest® x The Ranch Athletics Club, and U-Vest® x Capital Area Healthy Start’s 2023 Angel Awards!

Monday, August 14, 2023

Celebrating What Will Be Your Legacy Month, National Financial Awareness Day, and U-Vest® CEO Mike Davino for Representing U-Vest® at LPL Financial's Focus 2023!

Tuesday, July 18, 2023

Student Loan Updates & Staff Highlights!

Thursday, June 22, 2023

Introducing Seminars with Gary Parsons, CFP®, CLU®, Insurance Awareness Day, and U-Vest® Financial x MOGS!

Thursday, May 11, 2023

St. Pete Office Moved! In case you haven’t heard, our St. Petersburg/Tampa area office has officially moved to a new location! Our updated St. Pete office address is 701 94th Ave. North, Suite 118, St. Petersburg, FL 33702. (All...

Thursday, April 20, 2023

Tax Season Reminders, National Social Security Month, U-Vest® Financial x SEAA, and We’re Sponsoring a Golf Tournament!

Tuesday, March 28, 2023

"There's not just a step-by-step way to have a successful financial plan," says U-Vest®️ Financial CEO, Michael. In this video, Mike dives into why he believes financial planning is an art! 

Wednesday, February 15, 2023

You probably already know the importance of diversifying your portfolio, but you may forget to diversify certain financial strategy aspects. U-Vest®️ Financial President, Dustin, dives into different diversification...

Friday, February 10, 2023

Dustin talks about the changes for IRS contributions for 2023. Check it out!

Tuesday, December 20, 2022

The most wonderful time of the year is here! There’s truly nothing like spending quality time with family and friends over Christmas. While we all enjoy bonding with family over funny stories or happy memories, this time of year...

Tuesday, December 6, 2022

The year is coming to an end which means it’s time for a financial check-in, especially when it comes to your retirement account(s). Failing to pay attention to end-of-year deadlines for your retirement accounts can result in...

Friday, November 4, 2022

Whether a recession is coming in the future or not, it’s always important for business owners to know how they can help recession-proof their business.

Wednesday, October 26, 2022

Did you know that October is Financial Planning Month? Right now is the perfect time of year to take control of your finances before the pricey holiday season rolls around. It’s a great time to check in on your financial goals...

Friday, September 30, 2022

Breast cancer is life-altering in every sense and affects millions of Americans. Don’t take on this journey without a financial professional who is truly dedicated to helping you.

Thursday, September 8, 2022

September is Life Insurance Awareness Month. Life insurance is helpful at any stage of your adult life as it reduces stress and provides you and your family with financial security.

Monday, August 15, 2022

College tuition rates have risen exponentially over the years across America. So many families and individuals seeking higher education are faced with financial challenges that often deter them from achieving their educational goals....

Tuesday, July 26, 2022

In this turbulent economy, keeping an adequate amount of cash in an emergency fund is a good idea in case of a recession. Setting aside money in an emergency fund can help you feel less stressed and prepared. Learn more.

Wednesday, April 6, 2022

Wednesday, March 16, 2022

Wednesday, March 9, 2022

Tuesday, March 1, 2022

Thursday, February 10, 2022

Wednesday, January 5, 2022

Tuesday, December 14, 2021

Monday, December 6, 2021

Tuesday, November 9, 2021

According to (Veteran Homelessness Facts), veterans are 50% more likely to become homeless than other Americans due to poverty, lack of support networks, and dismal living conditions in overcrowded or substandard housing (para. 1)....

Tuesday, November 2, 2021

November is Long Term Care Awareness Month, a month dedicated to educating others on the importance of preparing for long-term care needs. Many retirees put long-term care preparedness on the back-burner of their retirement plan...

Friday, October 15, 2021

It may be October, but the holidays will arrive in the blink of an eye. The holiday season should be a time of giving, love, and joyful reunions. However, sometimes the joy is hard to come by amidst piling credit card debt and impulse...

Tuesday, October 5, 2021

Losing a loved one comes with many emotional, situational, and financial changes. As you know, navigating the complexities of grief is challenging in itself. But, unfortunately, we also have to ensure finances are in order during these...

Sunday, September 19, 2021

Investing in life insurance is one of the most beneficial decisions you can make for the future of your legacy. However, many individuals fear life insurance because of some commonly believed misconceptions. On Life Insurance Awareness...

Monday, September 13, 2021

September is Life Insurance Awareness month so I would be remiss if I didn’t take this annual opportunity to implore you to take stock of your personal situation. It is so easy for policies to sit in a drawer without ever being...

Tuesday, August 31, 2021

Thanks to the internet, we are fortunate enough to have plenty of financial information and advice available at our fingertips. Some individuals, however, don’t have the time to evaluate the complexities of investing and the long...

Wednesday, July 28, 2021

As prices for consumer goods continue to escalate, more people are taking notice of this infamous inflation spike. It’s common knowledge that a slow increase in inflation is inevitable as the Federal Reserve makes up for...

Wednesday, June 16, 2021

As your child grows into a young adult, it's crucial to teach them strategic budgeting practices. As they land their first job, start paying for college, buy their first car, and rent their first apartment, budgeting skills will come...

Monday, June 7, 2021

Father’s Day is a time to celebrate dads. Whether you have a dad to celebrate or you also are a dad worthy of celebration, I think we can all agree on one thing – kids are expensive. From diapers and formula to little...

Wednesday, May 19, 2021

Whether you are preparing to retire or leave a current employer, it's time to take charge of the retirement assets you have saved thus far. At this moment, you have three options: Cashing out Leaving your assets in your previous...

Tuesday, April 20, 2021

There is no question that men and women face different challenges in the workforce. Whether it is fighting for equal pay and maternity leave benefits, or trying to re-enter the workforce after raising children, the landscape of...

Thursday, April 15, 2021

Perhaps appropriately, Tax Day and financial literacy cross paths in April of every year. Personal financial literacy is an incredibly important and often under appreciated skill set, so it seems only appropriate to take this...

Thursday, March 18, 2021

The new year is off and running, and spring has officially sprung. That can mean only one thing – spring cleaning time is upon us. While I can’t help with your garage or closets, I can help you organize your finances. More...

Tuesday, March 9, 2021

It is essential to understand some of the market's fallacies when many in the media say "Record Gain" or "Record Drop". In many cases, they will use "Points" rather than "Percentages," which can be very deceiving. Perhaps it is done to...

Tuesday, February 2, 2021

Tax season can be a frustrating time for many Americans. While getting a check back from Uncle Sam feels good, you have essentially provided him with an interest free loan. In that light, owing money isn’t all bad because it...

Monday, January 25, 2021

Whether you are filing as an individual, a household, or a business, there are a few questions you need to keep in mind this tax season. (Yes- it’s that time of year again!)

Tuesday, January 12, 2021

Can I afford to retire? We get asked that question quite a bit, and many Americans are stressed about their current – and future – financial situation. We are here to help! Check out our very own Financial Advisor, Michael...

Monday, January 11, 2021

New Year’s Resolutions: Getting Financially Fit It’s that time of year again – New Year’s Resolution time. How did last year’s resolution go? If the answer is not good, you are not alone. In fact, New...

Monday, December 28, 2020

Many challenges await the New Year and I don’t just mean accidentally writing 2020 for the next month and having to scribble it out. Fortunately, everyone stayed right in line with their budgets for the holiday season and there...

Monday, December 14, 2020

Happy Holidays, the season of giving. In addition to doling out presents to family and friends, the holidays are also a great time to give to charitable causes and help those less fortunate than yourself. Better yet, build giving into...

Monday, December 7, 2020

We have devoted a lot of time to the topic of charitable giving. Whether it is incorporated into your annual financial plan, a general planned giving strategy or done on an as available basis, when done correctly donating to many of...

Tuesday, December 1, 2020

Amidst all the season’s well-wishing and good tidings is an undercurrent of credit card debt and overspending. The holiday season tends to only add to the stress of savings and budgeting. Despite attempts at fiscal discipline,...

Thursday, November 12, 2020

This Thanksgiving season I hope we all have had time to reflect on what is most important to us and the things for which we are most thankful. For many of us, it is good health and family. When you go around the table during holidays,...

Wednesday, November 4, 2020

There is no question that in today’s information age we have unprecedented access to research right at our fingertips. From Millennials to retirees, we consume an inordinate amount of our information digitally.

Tuesday, October 27, 2020

The fact of the matter is, no matter what happens, there will be “Winners” and “Losers” from these election results. As investors, we want to be prepared for what investment actions would be best to make for each result in 2020.