Erik Goodge, CFP® uVest Advisory

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About Erik Goodge, CFP®

Hi I’m Erik Goodge, CFP®, owner of uVest Advisory; thank you very much for checking out my profile! Here’s a little bit of background on me!

I am from Evansville, Indiana and a proud veteran of the United States Marine Corps (07-12). In August of 2009, I was wounded in Afghanistan’s Helmand Province by a pressure plate improvised explosive device (IED). I was awarded a Purple Heart for wounds received in action and a Navy and Marine Corps Achievement with Valor Medal for heroic actions under fire. There were some challenges during my time in the Marine Corps but I don’t regret one moment of it; I learned a lot!

I began my higher education journey in 2013 and by 2015 while in school full-time, I decided to pursue an Investment Advisory license. I started advising close friends and family while earning a B.S. in Economics and Cognitive Science and a minor in Philosophy at the University of Evansville. I graduated Magna Cum Laude in 2017 and launched uVest Advisory Group, LLC to offer real financial planning solutions to self-employed Millennials (like myself!).

I’m a serious nerd when it comes to financial markets and economics but I have some other passions too. I am intensely interested in reading, learning, and self-development; an interest I developed after recovering from a serious brain injury as a result of my wounds in combat. I also love challenging myself in the gym and with long runs. My “great escapes” are fly fishing and playing guitar. But most of all, I cherish time with my two little girls, my wife, and 2 dogs.

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

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Quarterly Fee: $450+/qtr
  • Hourly Fee: $150+/hr
  • Assets Under Management: 0.85%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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