Erik Goodge, CFA, CFP®
Retire with clarity, not confusion | Fee-Only Fiduciary Advisor
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Serving Clients Nationwide
Retire with clarity, not confusion | Fee-Only Fiduciary Advisor
Areas of Focus
- Business Owners
- Investment Management
- Medicare / IRMAA Planning
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Tax-Smart Distribution Planning
- Withdrawal Sequencing
About Erik Goodge, CFA, CFP®
Hi, I'm Erik Goodge, CFA, CFP®. I'm the Founder of uVest Advisory Group.Early Life and Military
I'm from Evansville, Indiana and am a proud veteran of the United States Marine Corps (2007–2012). In August of 2009, I was wounded in Afghanistan's Helmand Province by an improvised explosive device. During my deployment, I was awarded a Purple Heart and a Navy and Marine Corps Achievement Medal with Valor for actions under fire. My experiences in the Marine Corps have formed a major part of my identity.
Higher Education Journey
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 with a minor in Philosophy at the University of Evansville. I graduated Magna Cum Laude in 2017 and launched uVest Advisory Group to offer real financial planning solutions to business owners and near-retirees.
Interests and Hobbies
I'm a serious nerd when it comes to financial markets and economics, but I have some other passions too. I'm intensely interested in reading, learning, and self-development. I also love challenging myself with long runs. Running is probably my biggest escape at the moment. I run every single day and have since February of 2024. But most of all, I cherish time with my two little girls, my wife, and Daisy our dog.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Newburgh, IN, 47630
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above, fill out the short form and I'll personally reach out to schedule a free, no-pressure introductory call. We'll talk through your situation and see if working together makes sense. If I think I can help, I'll explain how. If not, I'll tell you honestly and try to point you in the right direction. No sales pitch. I look forward to speaking with you.Offers Investment Management
Yes
About uVest Advisory Group
uVest Advisory Group is a fee-only, fiduciary RIA founded by Erik Goodge, CFA, CFP®. We specialize in Roth conversion optimization, tax-efficient retirement planning, Social Security strategy, and IRMAA mitigation for business owners and near-retirees. We're based in Evansville, Indiana, and serve clients virtually nationwide.Our Services
We focus on retirement income planning for business owners and near-retirees. That means Roth conversion optimization, tax-efficient withdrawal strategies, Social Security claiming analysis, IRMAA planning, and building a comprehensive retirement income plan that coordinates all the moving pieces.
If you're within 10 years of retirement or recently retired, this is what we do all day. All clients receive comprehensive financial planning services, and discretionary investment management is available as an optional add-on. Many other advisors require you to move all of your investments to their management — we don't require this.
Why Work With Us
Most advisors focus on investment management and treat tax planning as an afterthought. We lead with tax strategy — Roth conversions, bracket management, IRMAA mitigation, and Social Security optimization. These decisions can impact retirement by hundreds of thousands of dollars, and they require proactive, multi-year planning. That's our sweet spot.
We work alongside your CPA, not in place of them, focusing on what should happen next rather than accounting for what already happened.
Transparent Pricing
We're a fee-only advisory firm and don't earn commissions or kickbacks. We charge a base annual financial planning fee plus an asset management fee for any assets you choose to have us manage, and we walk through our fee structure in detail during the first conversation.
Our minimum initial fee is $7,500, and we work best with clients who have meaningful planning complexity — typically business owners preparing for a transition or individuals within a decade of retirement.
Education
University of Evansville, Bachelor of Science, Economics and Cognitive Science
Hobbies and Interests
- Family
- Reading
- Running
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Gen X
- Living in Retirement
- Pre-Retirees
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