Are You Maximizing Your Wealth, or Leaving Money on the Table?

 

The Problem:

You want to have great finances, but you may feel lost.

As a university professional, your financial landscape is complex. With 403(b) and 457 plans, pension benefits, student loan strategies, and tax planning, are you confident you’re making the most of every opportunity?

Too often, financial firms offer generic, one-size-fits-all advice that fails to align with the unique needs of faculty and staff. That’s why we created the Academic Approach to Wealth Management™—a research-driven, highly personalized strategy designed just for you.

The Plan:

A Boutique Firm, Built for You

At University Wealth Advisors, we take a boutique, client-first approach to financial planning. Unlike large firms that treat you like just another account, we provide:

  • Tailored, White-Glove Service – Your financial journey is unique, and so is our approach.

  • University-Specific Expertise – We specialize in the benefits, challenges, and opportunities faculty and staff face.

  • Long-Term, Trusted Guidance – Your success is our mission.

The Academic Approach to Wealth Management™: A Smarter Financial Plan

We combine academic rigor with real-world financial strategies to create a plan that works for you. Here’s how it works:


Analyze – We assess your current financial picture and university benefits.

Optimize – We build a custom strategy to align with your career, goals, and risk tolerance.

Grow – We help you implement and adjust your plan over time to ensure long-term success.

It’s Time to Take Control of Your Financial Future

Without a clear plan, you risk missed opportunities, unnecessary taxes, and financial stress. The longer you wait, the harder it becomes to secure the future you deserve.

Schedule a Free Consultation

Imagine a Future Where You Feel Confident About Your Finances

With a personalized, research-driven strategy guiding your wealth, you can enjoy:

  • Financial peace of mind

  • A secure retirement

  • Confidence in every financial decision

At University Wealth Advisors, we don’t just provide financial advice—we empower you with the tools, knowledge, and strategy to build lasting wealth.

Let’s create your personalized roadmap to financial success. 

Start today.