Universal Advisory Services
COVID-19 Update: We are committed to continuing to serve our clients and their families during these challenging times. We are available via phone, email and virtual meetings during normal business hours.
At Universal Advisory Services, our world-class service unites every area of your financial life. We believe the unique needs of individuals and families are best met through a holistic and process-driven approach to wealth management, one that aligns everything from your investments to your tax strategies, your estate plans and more. Whatever you hope to achieve, our mission is to create prudent, well-diversified investment strategies tailored to your short-term needs and optimized for your future.
Through our strategic alliance with leading industry firms, we deliver our clients a state of the art wealth management experience. By utilizing Dimensional Fund Advisors, a leading force in the financial world, we connect clients with investment funds offered exclusively through the highest quality and pre-approved RIA firms.
As a fully independent practice, we operate free from the conflicts of interest often attributed to institutional brokerage firms. Because we are unbound by any sales quotas, we can recommend strategies that perfectly align with your goals.
As a symbol of our client commitment, our advisors are compensated by the fees we charge, not the products we sell. This fee-only structure upholds our fiduciary responsibility and promotes your best interests.