At uVest Advisory
We provide financial planning and advice specific to professional Millennials.
Why? Because that's who we are and that's who we get!
Are you ready to schedule your free consultation?
Great! We are ready to help you succeed.
Why uVest Advisory?
We know you're busy, so we've built our onboarding process with an eye toward maximum convenience. Here's a look at what we mean.
Introductory Meeting
First, we meet to learn about what services you may require and gather and organize all of your financial data.
Mobile Contracts
Everything that we can do digitally, we do! No more wasteful paperwork!.
Planning and Monitoring
Finally, we develop your customized plan, implement it, and hold you accountable.
At uVest Advisory
We believe that you are more than just a number. We work with individuals, businesses, and non-profits. There is no client too large or too small, too complex or too simple for uVest to assist. We aim to democratize the highest calibre investment advice available to the 21st century investor.
Do you have questions before you schedule your free consultation?
Contact us.
Our Services
Erik Goodge is a CERTIFIED FINANCIAL PLANNER™. Erik was born in Evansville, Indiana and raised in Newburgh, Indiana. He attended Reitz Memorial High School before joining the Marine Corps in 2007. In August of 2009, Erik was wounded in Afghanistan by a pressure plate improvised explosive device (IED). He was awarded the Purple Heart for wounds received in action as well as a Navy and Marine Corps Achievement Medal with Valor for heroic actions under fire. In 2012, Erik retired from the Marine Corps and moved back to Evansville to pursue work and education. Around this time, Erik began to independently manage his own retirement account and research different investing strategies. Before long, Erik began looking for ways to turn his passion for investing into a career.
In 2015, Erik began working as an Investment Advisor Representative for a local fee-only firm in Evansville. In 2017, he graduated Magna Cum Laude from the University of Evansville with a B.S. in Economics and Cognitive Science and a minor in Philosophy. After graduation, Erik began to think about ways in which he could utilize his skills and the newest technology available in the financial industry to more efficiently and effectively provide comprehensive financial planning to his clients.
On January 4th, 2018, uVest Advisory Group was born with just such a mandate. In addition to financial planning, Erik is passionate about learning and self-development, reading, running, and fly fishing when he has time.
Erik was born in Evansville, Indiana and raised in Newburgh, Indiana. He attended Reitz Memorial High School before joining the Marine Corps in 2007. In August of 2009, Erik was wounded in Afghanistan by a pressure plate improvised explosive device (IED). He was awarded the Purple Heart for wounds received in action as well as a Navy and Marine Corps Achievement Medal with Valor for heroic actions under fire. In 2012, Erik retired from the Marine Corps in moved back to Evansville to pursue work and education. Around this time, Erik began to independently manage his own retirement account and researching different investing strategies. Before long, Erik began looking for ways to turn his passion for investing into a career.
In 2015, Erik began working as an Investment Advisor Representative for a local fee-only firm in Evansville. In 2017, he graduated Magna Cum Laude from the University of Evansville with a B.S. in Economics and Cognitive Science and a minor in Philosophy. After graduation, Erik began to think about ways in which he could utilize his skills and the newest technology available in the financial industry to more efficiently and effectively manage his clients’ money.
On January 4th, 2018, uVest Advisory Group was born with just such a mandate. In addition to investing, Erik is passionate about learning and self-development, reading, running, and fly fishing when he has time.