Welcome to Urban Financial Advisory Corporation (UFAC). We are an independent investment advisory firm located in Chicago, Illinois servicing clients around the world.

At UFAC, we strive to forge a strong personal bond with all our clients. If you seek a robot or an algorithm to answer your question, you have definitely found the wrong web page. Our goal is to provide superior wealth advisory services, and we believe that the best way to do this is by knowing and understanding our clients’ lives, values, and goals. Similarly, being a small firm allows our clients the advantage of getting to know us closely as well. This close personal relationship between firm and client is what sets us apart from other wealth advisory firms. Virtually all of our clients come to our company by referral, speaking to our clients’ high satisfaction with our service level and results.

UFAC offers its clients a comprehensive array of services, but most engagements begin with detailed financial planning. Within the scope of that planning, a host of other issues can be addressed. These include the development of investment policy, income and transfer tax planning, compensation and benefits analysis, and risk management to name a few. We also have the capacity and expertise to offer tax compliance as well as trust and estate administrative services which most other wealth advisory firms lack. The comprehensive and ongoing oversight that we are able to assume over our client’s financial affairs offers many benefits and is highly favored by our clients. Further, this comprehensive approach offers many efficiencies that result in our ability to offer a very competitive price structure that clients are not likely to find elsewhere.

Our very highest goal is total client satisfaction in assisting them in meeting their specific needs. This has been accomplished over time by earning client trust in matters that, after health, are likely the most important of their lives. We would welcome the opportunity of discussing with you further your specific needs and goals.

AbouT US

Meet our team and learn about our financial planning and investment advisory process.

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OUR SERVICES

Please review the financial, tax, and other planning services we provide.

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