Universal Financial Group

Welcome to Universal Financial Group

For more than 30 years, Universal Financial Group has served clients as they work toward their financial and personal goals. Our goal is to offer clients a wealth management process, a disciplined investment approach, exceptional experience, and independent resources.

A team effort in serving clients

Our team of advisors works closely together, sharing expertise and consulting collaboratively on financial issues. This allows us to offer each client the best of what our firm offers, from investment planning to retirement benefits to tax-sensitive strategies.

A disciplined approach to managing financial affairs

We help you develop a comprehensive financial plan with well-defined investment policy guidelines and asset allocation targets. Then we focus on maintaining the strategy that is most likely to meet your short- and long-term goals, rather than reacting constantly to short-term market movements.

A broad range of products and services

We offer access to the full range of investment and financial planning services, including in-house and external investment management, tax-sensitive strategies, and alternative investments. We have experience in all aspects of retirement plan design, implementation, and management, and can provide guidance on retirement plan distributions and rollovers.

A commitment to clear communication

We know that investors who understand their investment strategies are more likely to be confident and successful, so we seek to communicate understandable concepts and design clear blueprints for working toward financial independence.

The independent professionals of Universal Financial Group always put client interests first. Talk to us about the importance of long-term planning with a focus on safety and capital preservation strategies. Discover the value of experience, personal service, and unbiased, independent advice. We’ll do our utmost to serve you.

We strive for excellence and have been recognized for it throughout the industry. In 2007, we were named one of the “Top 100 Independent Financial Advisors in America” by Registered Rep magazine.* In 2009 and 2010, we were selected as a Five Star Wealth Manager, having scored highest in overall client satisfaction.**

* Registered Rep magazine's annual ranking, which highlights many of the most prominent men and women in the field, was compiled by Discovery, an online database of financial services intermediaries published by the Financial Information Group of Shrewsbury, N.J. According to Registered Rep, advisors were ranked by assets under management using a Discovery-Registered Rep database system.

** As reported by St. Louis Magazine; Multiple winner of the Five Star Wealth Manager.. The 5 Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged, and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation.

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Securities offered through Securities America, Inc.
A registered broker/dealer. Member FINRA & SIPC.
Registered in the following states: AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, ND, OH, OK, OR, PA, RI, SD, TN, TX, UT, VT, VA, WV, WI, WY

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.