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Mission Statement

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.

We’d love to meet with you and discuss your financial goals and strategies to pursue them. Contact us today to schedule an appointment.

Thank you!