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We help our clients pursue their wealth management goals through careful advice. We offer our customized wealth management solutions to wealthy individuals and families, family offices, charitable gift programs, endowments and foundations. Call us at 972-386-6639 to schedule a personal wealth review.


We work hard to help and serve our clients. Listed are a few of the comments we have recenlty received.

Why we do business with Universal Financial Group

“When I need expert financial advice, Mark is one of the first people I call. He is smart, practical and service-oriented. I highly recommend Mark.”

Adam August Partner Holland and Knight LLP

“I have worked with Mark he makes doing business simple and easy it is simple to complete a transaction.” 

Mary McKay CBDO, AllPlayers.com, Inc

“Mark is on top of whatever he works on. I trust him and like his work.”

David Morowitz Attorney at Law

Mark provides a great service to his clients. He is one of the most driven and motivated professionals I know. Mark always thinks outside the box while staying inside the lines.”  

Sandra Teter Partner, The Danbrook Group

“Mark is a hard worker who knows his stuff and what it means to give good service”

Michael Blum CEO, Appeal Funding Partners

“Mark has assisted me with my professional liability insurance needs the last few years. The premiums he has obtained for me are competitive. He is also personable, knowledgeable and reliable.

John Alton Attorney at Law

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Recommendations Here's what others say about Universal Financial Group
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Call us at 972-386-6639
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