Goal-Driven Holistic Approach
At University Planning Partners, we accomplish what is most important to clients through Lifevesting℠, our goal-driven, holistic approach to managing wealth. We offer a client experience, resources and opportunities usually available to only the ultra-wealthy.
Our fiduciary advisers serve clients’ needs through a comprehensive perspective that considers the whole picture. Lives are not static - they are in a constant state of change. Our financial guidance is based on your complete picture. Your family, your circumstances, your goals, dreams and challenges. We call it Lifevesting℠ wealth management.
University Planning Partners is a Registered Investment Adviser (RIA) firm providing fiduciary wealth management to clients that seek a communicative, transparent, comprehensive relationship and process with their Financial Adviser. This comprehensive approach includes Asset Management, Insurance, Private Banking, Estate Planning and Trust Assistance and Support. All supported by the human expertise, and robust technology of Eudaimonia Group.
Fiduciary Wealth Management
A Fiduciary Financial Adviser (Fiduciary) is a licensed investment professional that is required to put a client’s interest ahead of their own. Using a Fiduciary is important to ensure your money is managed through unbiased investment recommendations.