Urban Financial Advisory

UFAC is an independent investment advisory firm located in the heart of Chicago, Illinois. We serve clients both locally and around the world, and we take pride in forging strong personal bonds with each one. We understand that when it comes to financial planning and investment advice, you seek more than just an algorithm or a robotic response. That's why our goal is to provide superior wealth advisory services by knowing and understanding our clients' lives, values, and goals.

As a small firm, we offer our clients the advantage of getting to know us closely. This close personal relationship between firm and client sets us apart from other wealth advisory firms. Our clients predominantly come to us through referrals, which speaks volumes about their satisfaction with our service level and results.

Comprehensive Services Tailored to Your Needs

UFAC offers its clients a comprehensive array of services. While most engagements begin with detailed financial planning, we also address a host of other issues within the scope of that planning. These include the development of investment policy, income and transfer tax planning, compensation and benefits analysis, and risk management.

Our firm's comprehensive and ongoing oversight of our clients' financial affairs offers many benefits and is highly favored by our clients. This comprehensive approach offers many efficiencies, which results in our ability to offer a very competitive price structure that clients are not likely to find elsewhere.

Expertise and Specializations

At UFAC, we have the capacity and expertise to offer tax compliance as well as trust and estate administrative services. Not all wealth advisory firms can provide these specialized services. Our clients find great value in the fact that they can receive these services from a team they already know and trust.

Our Team

Our team is comprised of professionals with extensive experience and qualifications in financial planning, investment advisory, tax planning, and estate planning. Our combined knowledge, skills, and dedication enable us to provide highly personalized and comprehensive wealth advisory services to our clients.

Steven D. Urban is the president and owner of UFAC. With over 25 years of experience, he is licensed as an attorney and Certified Public Accountant (CPA) in the state of Illinois. He has earned the Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations and is dedicated to providing exceptional wealth advisory services.

Lisa Sherwood is a financial and tax advisor with the firm. She is licensed as a Certified Public Accountant (CPA) in Illinois and has worked with UFAC since 2000. Lisa received a degree in finance from the University of Iowa.

Dan Huh joined UFAC from 2000 to 2008 and returned to the team in 2013. He is currently licensed as a Certified Financial Planner (CFP) and a CPA candidate.

Jeremy Ander joined the firm in 2007 and is licensed as a Certified Public Accountant (CPA) in Illinois. He has earned the Certified Financial Planner (CFP) designation and works closely with our clients in providing financial and tax advisory services.

Jennifer Sebie is the office manager at UFAC. She handles the firm's day-to-day operations and ensures that everything runs smoothly.

Ryan Silberman joined us in 2017 as a Financial and Tax Advisor. With his tax and financial expertise, he has proven himself invaluable to the firm and the clients that are fortunate enough to work with him.

Jade Eggleston started with the firm in 2018 as an administrative assistant. She has a genuine desire to learn about other aspects of the firm and is in the process of transitioning to a paraprofessional role where she is expanding her learning into other firm services, like investment advisory and tax compliance.

Andrew Kitay CPA, CFP is a Financial and Tax Advisor that has been with the firm for over four years. With his thorough and detail-oriented approach, he has proven himself to be an asset to the firm.

Our Commitment to You

Our commitment is to provide our clients with highly personalized and comprehensive wealth advisory services. We strive to assist you in meeting your specific needs and goals. This has been accomplished over time by earning client trust in matters that, after health, are likely the most important of their lives.