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Erik Goodge, CFA, CFP® provides high-touch financial planning for business owners and near-retirees.
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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 helped me and my wife get on the same page with our finances, Develop a plan so that we can retire, timely, and with adequate resources. I like the fact that Erik is a Fee based planner. Erik was very knowledgeable and was able to help me as my situation is different than most others as both a small business owner and an investor in our local community. Erik reviewed our taxes and found things in there that would allow us to get some refunds as well which more than paid for the cost of his services. I highly recommend him to other people and will be having him to talk to the staff at my company.