Universal Financial Group

Discover the Value of Independence

At universal Financial Group, our goal is to provide unbiased financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education, and professional training to help people like you pursue their personal financial goals.

As an independent firm, Universal Financial Group has:

  • No obligations to investment product manufacturers
  • No cross-sell quotas or other home-office directives
  • No corporate agenda: we donít spend our time in meetings or on conference calls with far-off senior management

Our sole focus is serving our clients, and we strive to act in our clientsí best interest at all times.

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Securities offered through Securities America, Inc.
A registered broker/dealer. Member FINRA & SIPC.

Advisory services offered through Beam Asset Management.   Beam Asset Management and the Securities America companies are separate entities.  Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.