How does uVest Advisory charge for services?

uVest Advisory is a fee-only advisory firm. All clients receive comprehensive financial planning services, with discretionary investment management available as an optional add-on. The firm does not earn commissions or kickbacks.

Is uVest Advisory a fiduciary?

Yes. As a Registered Investment Adviser, uVest Advisory is legally bound to act in clients' best interest. Erik Goodge holds the CFP® designation, which adds another layer of ethical and professional standards.

Fee-Only Fiduciary Advisor

Retire with clarity, not confusion.

Q: What does uVest Advisory specialize in?

uVest Advisory focuses on retirement income planning for business owners and near-retirees, including Roth conversion optimization, tax-efficient withdrawal strategies, Social Security claiming analysis, IRMAA planning, and comprehensive retirement income plans.

We help business owners and near-retirees build tax-efficient retirement plans so you can stop worrying about money and start enjoying what you've earned.

See if we're a fit Learn more

What we focus on

Roth Conversion

Conversion optimization before & after retirement

Tax Planning

Strategic multi-year tax planning & bracket management

Income Planning

Withdrawal sequencing & Social Security strategy

Retirement Planning

Comprehensive retirement roadmap tailored to you

CFP® Professional

What our clients say.

Real feedback from people who trusted us to help them plan for retirement.

He takes the time to understand our goals, explains everything clearly, and genuinely cares about our long-term success. I can't recommend him highly enough.

Frank P.

Erik has helped me out more than previous advisors I have had over the years. The check ins to see if there are any changes, or just things that we need to discuss...

Kacey G.

You will not find a more compassionate, patient and knowledgeable professional than Erik Goodge. With his dedication and expertise, we now have peace of mind that we will retire quite comfortably.

Jenny M.

uVest Advisory Group has not provided any compensation for the testimonials shown. To our knowledge, no conflicts of interest exist regarding these testimonials.

Questions we get asked a lot.

We know choosing an advisor is a big decision. Here are the things people most want to know before getting started.

Still have questions? Let's talk

We focus on retirement income planning for business owners and near-retirees. That means Roth conversion optimization, tax-efficient withdrawal strategies, Social Security claiming analysis, IRMAA planning, and building a comprehensive retirement income plan that coordinates all the moving pieces. If you're within 10 years of retirement or recently retired, this is what we do all day.

We're a fee-only advisory firm. All clients receive comprehensive financial planning services. Discretionary investment management is available as an optional add-on. We charge a base $5,000/yr financial planning fee and a 0.85% asset management fee for assets you choose to have us manage. We don't earn commissions or kickbacks. We'll walk you through our fee structure in detail during our first conversation.

Yes. As a Registered Investment Adviser, uVest is legally bound to act in your best interest. I hold the CFP® designation, which adds another layer of ethical and professional standards. You'll never have to wonder whose side I'm on.

Our minimum initial fee is $7,500. We work best with clients who have meaningful planning complexity, typically business owners preparing for a transition or individuals within a decade of retirement. The first conversation is always free and no-pressure. If we're not the right fit, we'll tell you honestly and try to point you in the right direction.

Most advisors focus on investment management and treat tax planning as an afterthought. We lead with tax strategy. Roth conversions, bracket management, IRMAA mitigation, Social Security optimization. These decisions can impact your retirement by hundreds of thousands of dollars, and they require proactive, multi-year planning. That's our sweet spot. Many other advisors require you to move all of your investments to their management. uVest Advisory does not require this.

Hi, I'm Erik Goodge, CFA, CFP®

Founder of uVest Advisory Group

Early Life and Military

I'm from Evansville, Indiana and am a proud veteran of the United States Marine Corps (2007–2012). In August of 2009, I was wounded in Afghanistan's Helmand Province by an improvised explosive device. During my deployment, I was awarded a Purple Heart and a Navy and Marine Corps Achievement Medal with Valor for actions under fire. My experiences in the Marine Corps have formed a major part of my identity.

Higher Education 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 with a minor in Philosophy at the University of Evansville. I graduated Magna Cum Laude in 2017 and launched uVest Advisory Group to offer real financial planning solutions to business owners and near-retirees.

Interests and Hobbies

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

CFP® Professional CFA Charterholder USMC Veteran Fee-Only Fiduciary

Let's talk about your plan