Universities We Serve
University Wealth Advisors LLC (UWA) provides wealth management and financial planning services for individuals and families in our specific niche. As a boutique wealth management firm, we only take clients who are employed by specific universities. Family members of clients who have established a relationship with our advisory firm are also eligible for services if our firm is a good fit for their situation.
University of Michigan
University Wealth Advisors LLC has many relationships with individuals and families at UofM within various colleges and the medical center. We assist clients with the basic retirement plan, benefit enrollment, and other planning items.
Western Michigan University
University Wealth Advisors LLC helps clients at WMU transition to their new retirement plan that was implemented in 2018 and reallocate funds into a portfolio appropriate for their situation.
Ohio State University
University Wealth Advisors LLC helps OSU faculty and staff navigate the windfall elimination provision that could affect their social security benefits.
University of Cincinnati
University Wealth Advisors LLC helps UC faculty and staff navigate the windfall elimination provision that could affect their social security benefits.
Central Michigan University
University Wealth Advisors LLC assists employees of CMU with their employer retirement plan, benefit enrollment, and other planning items.
Michigan State University
University Wealth Advisors LLC assists MSU faculty & staff with their employer retirement plan, benefit enrollment, and other planning items.
Please note, if you are employed by a university not shown above, you can still request an appointment and your situation can be evaluated by an advisor on a one on one basis!