Who We Are
We serve as a “personal CFO” for a select group of clients for whom we can make a large impact.
How We Work
Our time-tested consultative process begins with learning about all that is important to you.
What We Do
We deliver peace of mind by executing holistic wealth management, investment consulting, and providing unbiased advice on employer-sponsored retirement plans.
Uniting and Advancing Your Financial World
Since 1985, Universal Advisory Services has helped affluent investors build true confidence in their financial future. As a premier, fee-only wealth management firm, we empower successful individuals and families to make smart decisions about their money and take charge of their financial lives.
For over 30 years, our advisors have united their individual expertise to form a truly dynamic collective. Through our team-based approach to wealth management, we craft comprehensive strategies that secure all areas of your financial situation. Serving as you and your family’s Chief Financial Officer, we work diligently to help you avoid investment mistakes and guide you towards your goals. As your strategic partner, we remain dedicated to simplifying the complexities of the financial world so you can focus on the things that matter most.Contact Us
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.