MAKE A BOLD FINANCIAL PLAN.

Erik Goodge, CFP® provides high-touch financial planning and advice for self-employed Millennials.

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Sample Financial Plan

Sample Financial Plan

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

Investment Philosophy

Investment Philosophy

Fundamental beliefs about financial markets


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Hi I'm Erik Goodge, CFP®, owner of uVest Advisory; thank you very much for checking out my website! Here's a little bit of background on me!

I am from Evansville, Indiana and a proud veteran of the United States Marine Corps (07-12). In August of 2009, I was wounded in Afghanistan's Helmand Province by a pressure plate improvised explosive device (IED). I was awarded a Purple Heart for wounds received in action and a Navy and Marine Corps Achievement with Valor Medal for heroic actions under fire. There were some challenges during my time in the Marine Corps but I don't regret one moment of it; I learned a lot!

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 self-employed Millennials (like myself!).

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. My "great escapes" are fly fishing and playing guitar. But most of all, I cherish time with my two little girls, my wife, and 2 dogs.