UMA Financial Services Information

UMAFS was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians. It was created for physicians by physicians with board oversight providing complete accountability and fee transparency in all transactions. We measure our success by how well our clients achieve their personal financial and life goals. Many physicians regard financial planning as complex and confusing. And few have the time to dig in and gain the expertise required. As a result, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. This is where UMAFS can provide guidance and assistance. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving wealth.