Erik Goodge, CFP® uVest Advisory Group

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About Erik Goodge, CFP®

Erik Goodge is a CERTIFIED FINANCIAL PLANNER™. Erik was born in Evansville, Indiana, and raised in Newburgh, Indiana. He attended Reitz Memorial High School before joining the Marine Corps in 2007. In August of 2009, Erik was wounded in Afghanistan by a pressure plate improvised explosive device (IED). He was awarded the Purple Heart for wounds received in action as well as a Navy and Marine Corps Achievement Medal with Valor for heroic actions under fire. In 2012, Erik retired from the Marine Corps and moved back to Evansville to pursue work and education. Around this time, Erik began to independently manage his own retirement account and research different investing strategies. Before long, Erik began looking for ways to turn his passion for investing into a career.

In 2015, Erik began working as an Investment Advisor Representative for a local fee-only firm in Evansville. In 2017, he graduated Magna Cum Laude from the University of Evansville with a B.S. in Economics and Cognitive Science and a minor in Philosophy. After graduation, Erik began to think about ways in which he could utilize his skills and the newest technology available in the financial industry to more efficiently and effectively provide comprehensive financial planning to his clients.

On January 4th, 2018, uVest Advisory Group was born with just such a mandate. In addition to financial planning, Erik is passionate about learning and self-development, reading, running, and fly fishing when he has time.

Read Erik’s blog here: https://uvestadvisory.com/blog/

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Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • Pro Bono
  • Sales Professionals
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Hourly Fee: $125+/hr
  • Assets Under Management: 0.85%

SEC Records

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