Break Free from Uncertainty. Plan a Bold Financial Future.

Erik Goodge, CFA, CFP® provides high-touch financial planning for business owners and near-retirees.

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How We Invest: Low Fees, Transparency

How We Invest: Low Fees, Transparency

Fundamental beliefs about financial markets

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Get a Clear, Actionable Financial Roadmap

Here's exactly what you can expect as a financial planning client

Self-Employed Solutions

Self-Employed Solutions

Here are the problems you have that we can fix

Hi I'm Erik Goodge, CFA, CFP®, owner of uVest Advisory. Here's my story:

Early life and military service:

I am from Evansville, Indiana and am a proud veteran of the United States Marine Corps (07-12). In August of 2009, I was wounded in Afghanistan's Helmand Province by an improvised explosive device (IED). During my deployment to Afghanistan, I was awarded a Purple Heart and a Navy and Marine Corps Achievement with Valor Medal for actions under fire. My experiences in the Marine Corps have formed a major part of my identity.

College and financial planning journey:

I began my higher education journey in 2013 and by 2015, while in school full-time, I decided to pursue an Investment Advisory license. I started advising close friends and family while earning a B.S. in Economics and Cognitive Science and a minor in Philosophy at the University of Evansville. I graduated Magna Cum Laude in 2017 and launched uVest Advisory Group, LLC to offer real financial planning solutions to business owners and near-retirees.

Family and interests:

I'm a serious nerd when it comes to financial markets and economics but I have some other passions too. I am intensely interested in reading, learning, and self-development; an interest I developed after recovering from a serious brain injury as a result of my wounds in combat. I also love challenging myself in the gym and with long runs. Running is probably my biggest "escape" at the moment. I run (literally) every single day and have so since February of 2024. But most of all, I cherish time with my two little girls, my wife, and Daisy our dog.

Erik Goodge - 401k Retirement Plans - Evansville