UFG Advisors

Guiding our clients toward financial freedom

Financial advisor in Exton, PA (show on map)

5.0

★★★★★

18 reviews

UFG Advisors is a collaborative financial planning firm in Exton, PA, providing clarity and foresight to help individuals and businesses achieve independence through comprehensive financial solutions.

Call (610) 458-7900

Navigate to Visit website

About

UFG Advisors is a collaborative financial planning firm that provides clarity and foresight to positively impact clients. With respect and candor, they help clients confidently achieve joyful and fulfilling lives.

The firm offers financial planning, investment services, retirement planning, personal finance, risk management, estate planning, tax management, education planning, charitable giving, and estate settlement services. Advisors include Dan Batty, Jason Bishop, Jason T. Cabot, Ed Dracup, Mike Skiff, and Ed Wood, each holding multiple professional designations including CFP and ChFC.

Collaborative team approach with multiple specialized advisors

All advisors hold professional certifications (CFP, ChFC, etc.)

Fiduciary standard of care for investment advisory

Individual and business client focus

Over 33 years of combined experience among team members

Services

Financial Planning

Comprehensive financial planning integrating priorities into the financial journey to achieve independence.

Goal-based strategy Risk assessment Portfolio design

Investment Services

Investment advisory services under fiduciary standard, aligning investment style with client values and goals.

Fiduciary standard Portfolio management Ongoing monitoring

Retirement Planning

Retirement planning strategies for individuals and businesses, including 401(k) guidance and income planning.

401(k) optimization Income planning Social Security guidance

Risk Management

Risk assessment and management strategies to protect client assets and financial goals.

Insurance analysis Asset protection Risk mitigation

Estate Planning

Estate planning and settlement services to help preserve and transfer wealth across generations.

Wealth transfer Trust planning Estate settlement

Tax Management

Tax planning and management strategies to optimize tax efficiency across financial plans.

Tax-efficient investing Planning strategies Coordination with accountants

Credentials & Certifications

Series 65/66 Licenses

CFP (Certified Financial Planner)

ChFC (Chartered Financial Consultant)

CLU (Chartered Life Underwriter)

MSFS (Master of Science in Financial Services)

MML Investors Services Member SIPC

Reviews

Rating

★★★★★

Reviews

"Jason has handled my financial portfolio for the past 6 years."

Frequently Asked Questions

Are you a fiduciary? +

When providing investment advisory services, our advisors operate under a fiduciary standard of care, working in the best interest of the client and recommending investments that are the most appropriate for their needs.

What is your investment philosophy? +

It is important to share your investment objectives and philosophy with your financial advisor. We plan for what is important to you and your goals. We work to align your investment style to design an investment strategy that matches your values.

What are your qualifications? +

All registered investment advisors who conduct financial planning or asset management services hold a Series 65/66 registrations, among other qualifications. At UFG Advisors, all of our Advisors are investment advisor representatives with industry experience. Additionally, we have enhanced our qualifications by earning a variety of industry designations.

How often will we meet? +

An annual review of your portfolio is required to ensure your strategies are aligned with your goals. Understanding that life can change at any time, the frequency of meetings can change to fit your needs.

When should I consult with a financial professional? +

Life events like marriage, a new baby, or a job change can prompt you to seek advice. It is particularly beneficial when you consider how those changes can impact how you plan for the future.