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The UFS Difference

There are hundreds of thousands of financial professionals around the country, so what makes Universal Financial Strategies unique? We believe our level of service, independence, and TEAM focus sets us apart. We know that trust is earned not given and that has helped us continue to work with more new clients, year after year, since our company was founded in 2003.

Level of Service

One of the benefits of working with a boutique firm like UFS is that you work with a financial professional who understands you, not a robo-advisor or junior assistant. We listen to you in order to provide financial strategies that are simple to understand, straightforward, organized, and tailored to your needs.


We are independent advisors who have the support of both our internal TEAM and the team at Woodbury Financial. This means that we aren’t committed to proprietary products or services and are able to offer a wide array of solutions to our clients. We are fiduciaries first and always act in your best interest.


We have developed our firm around helping individuals and families serious about planning for retirement. This direct focus allows us to help you with all things retirement planning, including income planning, estate planning, wealth transfers and more.

Our services go far beyond stock picking or investment management; we offer a concierge level of support and simplify financial planning so you can focus on what matters most to you.

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