Uvest Advisory Group, LLC

Overview

Uvest Advisory Group, LLC is a small, independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individual and family clients. The firm mixes traditional portfolio management with consultant-style services — it acts as a capital allocator, selecting third‑party managers when appropriate and offering educational workshops for clients. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and selection of other advisers, which points to a practice that combines hands-on management with outsourced specialist relationships. Investment emphasis tilts toward publicly traded equities and exchange‑traded products. The firm is not an ESG investor and does not operate as a multi‑state or pension consultant adviser. Fee arrangements are flexible: percentage of AUM is used alongside hourly and fixed fee options, which supports a mix of ongoing managed relationships and project‑based planning engagements.

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