About Company

University Financial Strategies is a fee-only financial advisory firm based in Raleigh, NC, led by a CERTIFIED FINANCIAL PLANNER™ professional. The company focuses on guiding clients through various life events using a structured approach inspired by Dave Ramsey’s 7 Baby Step Process, helping clients achieve financial freedom one step at a time. University Financial Strategies offers comprehensive financial planning services including wealth analysis, personalized planning, investment management, tax planning, and financial coaching. The firm emphasizes a fiduciary standard, ensuring advice is always in the best interest of clients without earning commissions or kickbacks. The company provides convenient virtual meetings and aims to help clients overcome emotional barriers to investing, offering tailored portfolios aligned with individual risk tolerance and goals. University Financial Strategies also specializes in college planning strategies and integrates tax planning with retirement and education funding.

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