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Financial Planning

Financial planning provides a vision to help you define your financial goals, discipline to set forth a plan of action and diligence to maintain and improve it with time. Univest's Certified Financial Planners have the expertise necessary to help you approach your financial planning in an effective, successful manner.

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We offer a comprehensive web-based financial planning service called Uwealth. This service offers data aggregation, secure online document storage, investment and retirement planning as well as opportunity reports. Uwealth can also generate scenario plans to help you decide the best way to manage and maintain all your finances.


Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.

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