U Advisors is an independent financial services firm.

That means more choices for you.

INDEPENDENT

  • Rather than offering one brand of investments or insurance through the firm, the independence allows us to choose suitable products on the market no matter the brand or affiliation. 
  • Independence allows U Advisors to act in an objective and professional manner in recommending investment opportunities to our clients.

FIDUCIARY STANDARD

  • Investment advisers are bound to a fiduciary standard that is regulated by the Securities and Exchange Commission (SEC) or state securities regulators, both of which hold advisers to a fiduciary standard that requires them to put their client's interests above their own
  • As Fiduciaries, U Advisors follows a written Standard of Care for all clients
Client Centered

As financial professionals, U Advisors is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies that seek to preserve principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 


Knowledge is power.