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URS Advisory

If you’re approaching or in retirement and are concerned about outliving your money, let us help you.
If you are looking to grow and protect your wealth while leaving a legacy to your loved ones, let us help you.
If you’re looking for tax-efficient ways to withdraw income throughout retirement, let us help you.
If you’re looking for a financial team that listens to your concerns and cares about your goals as much as you do, talk to us.
  • Investment Management
  • Income Planning
  • Insurance Solutions
  • Working with Women
  • Fee-Based Financial Planning

Are you ready to create a retirement plan that will withstand the test of time?

Click here to get started!
Retirement today can feel like navigating your way through a maze. If you invest too conservatively, your assets won’t grow enough to get you to the comfortable, worry-free retirement your heart is set on. Invest too aggressively, and one big market downturn can lead you and all your plans into a brick wall. You know your best bet is to work with a retirement planning specialist, but there are so many advisors out there and so much conflicting information in the marketplace, it’s difficult to know who to listen to and where to turn.

We can promise you that you will get customized, professional advice in common language that takes into account your unique facts, concerns, and financial circumstances. What’s important to you is important to us. We are fiduciaries, which means we have pledged to always put your needs and circumstances above our own and anyone else’s, and we wouldn’t have it any other way. We’ll help you make retirement decisions that will take you on the best route through the maze and keep you from running into brick walls and dead ends. Our goal is to make the ride easy and comfortable for you and your family.

Do you ever wish you had an owner’s manual to help plan for retirement?

Well now you do. This book will help provide the foundation you need for a successful retirement.

You’ll Learn:

  • Social Security Strategies.
  • Investment Solutions.
  • Asset Organization.
  • Legacy Planning.
  • Income Planning.
  • Tax Topics.
Request your complimentary copy today
Destination Retirement

Empowering Women



At URS Advisory, we can help create a retirement plan that fits women’s particular needs, goals and objectives and empowers them to take control of their financial life.
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Investment Management



Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs.

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Insurance Solutions



Our firm can help you create a dependable and sustainable source of retirement income to be used now, in the future or whenever you need it most.

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West Palm Beach Office

Overnight and Mailing Address
2247 Palm Beach Lakes Blvd, Suite 106
West Palm Beach, FL 33409
E: info@ursadvisory.com
P: (561) 594-0100
F: (561) 584-6892

Jupiter Office

By Appointment Only
1001 W. Indiantown Rd, Suite 102
Jupiter, FL 33458
E: info@ursadvisory.com
P: (561) 594-0100
F: (561) 584-6892

Treasure Coast Office

By Appointment Only
2400 SE Federal Highway, Suite 210,
Stuart, FL 34994
E: info@ursadvisory.com
P: (772) 919-6636
F: (561) 584-6892
All written content on this site is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of URS Advisory LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Advisory services are offered through URS Advisory LLC, a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through URS Insurance, an affiliated company. URS Advisory LLC and URS Insurance are not affiliated with or endorsed by the Social Security Administration or any government agency. Investing involves risk including the potential for loss and past performance is no indication of future results. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.