Advice

University Wealth Advisors LLC (UWA) provides wealth management and financial planning services for individuals and families in our specific niche. UWA is a boutique registered investment advisory firm (RIA) registered in the states of Ohio & Michigan.

Wealth Management

University Wealth Advisors LLC has custodial relationships with TIAA & Charles Schwab. This allows our firm to manage client employer plans, recommend portfolios in line with client suitability, and rebalance the portfolio as needed.

Schedule An Appointment!

*Example client only. Fund performance is not guaranteed and is subject to change.

Financial Planning

University Wealth Advisors LLC uses RightCapital to model clients’ retirement and financial plans. This allows clients to have a clear view of their situtation and what actions steps need to be taken to achieve their goals.

Schedule An Appointment!

*Example situation only. Retirement and financial planning strategies are not guaranteed and are subject to change.