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About University Financial Strategies LLC
University Financial Strategies LLC is a fee‑only advisory firm based in Raleigh, North Carolina. Founded in 2018 by CERTIFIED FINANCIAL PLANNER™ Mark Kelly, the firm focuses on comprehensive financial coaching for families, professionals and college‑bound students. Its mission is to help clients build wealth and reduce financial stress through personalized planning that integrates tax strategies, investment management, college funding and debt reduction. University Financial Strategies guides clients through Dave Ramsey’s Baby Step process, promoting disciplined budgeting and cash‑flow management while helping them optimize investments and minimize taxes.
The firm offers a full suite of services—including retirement planning, education planning, risk management and estate planning—and tailors advice to each client’s goals, risk tolerance and time horizon. As a fee‑only adviser, it avoids sales commissions and product incentives, ensuring that recommendations remain client‑centric. University Financial Strategies also invests in education, providing workshops and resources to empower clients with the knowledge to make informed financial decisions.
Pricing options
Regulatory filings
Areas of specialty
- Financial Coaching
- Tax Planning
- Investment Management
- College Funding Strategies
- Retirement Planning
- Cash‑Flow Management
- Debt Reduction Strategies
- Education Planning
More about University Financial Strategies LLC
| Designations | Minimum asset threshold |
| Investment Advisor Firm | N/A |
| Firm CRD Number | Number of advisors |
| 297121 | 1 |
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