Our Experience is the Key to Your Success


Univest Financial Group, Inc. was formed in 1985 with the purchase of EF Hutton’s mortgage business. In 1990, during one of the worst financial crises in the history of our country, Univest won the contract to manage the Resolution Trust Corporation’s Central Loan Database.

The database consisted of the RTC’s entire portfolio of assets from failed financial institutions. Univest also contracted to perform due diligence services and financial modeling on more than one third of the RTC’s portfolio. In addition to the RTC, our client list includes the FSLIC, FDIC, as well as most of the Wall Street investment banks such as E.F. Hutton, Merrill Lynch and Goldman Sachs to name a few.

Our transaction experience as a principal investor and an advisor to a broad spectrum of clients combined with our diverse network of industry strategic partners give us unique insight in our core real estate service areas: Real Estate Investment Strategies, Financing Solutions, Project Development Consulting, and Distressed Asset Advisory.

Univest’s Purpose is to maximize our God-given talents in building a successful organization. We seek to be a model of spiritual direction in the business world by reflecting biblical standards of ethics and integrity as taught by Jesus Christ. In doing so, Univest will survive its principals and benefit the next generation, provide exceptional returns to stakeholders, as well as seek opportunities to fund “Kingdom Building.”

Univest Holdings brings 20 years of real estate transaction experience to our projects and clients. Our Mission is to deliver extraordinary value to our stakeholders through partnership and superior execution. We execute our development and investment initiatives using a team approach to partner industry and market specific expertise with Univest Holdings management and transaction expertise. We are experts at leading high performance project teams and developing catalytic relationships in the markets we pursue. We utilize excellent market assessment, strategic business planning, timely and precise execution facilitated by the best technology available, validation using accurate measurements and re-engineering our processes and procedures where necessary to build best practices.