About Ursus Financial Group 

Today, Ursus Financial Group stands at the forefront of precious metals investing, specializing in strategies that merge traditional wealth management principles with the power of tangible assets.

Our focus includes:

• Gold and Silver IRAs for retirement diversification and inflation protection
  
  

• Physical precious metals portfolios that strengthen client portfolios against volatility
  
  

• Tax-efficient investment planning for long-term growth
  
  

• Generational wealth and estate transfer strategies
  
  

By combining institutional-level experience with the enduring value of physical gold and silver, we help clients create portfolios designed for stability, protection, and performance across economic cycles.

Partnering with Advisors, RIAs & Family Offices

In addition to serving individual investors, Ursus Financial Group proudly partners with family offices, Registered Investment Advisors (RIAs), financial advisors, and independent agents nationwide.

We provide these professionals with turnkey access to physical precious metals products and portfolios, empowering them to offer clients the diversification, security, and long-term value of gold and silver ownership — all supported by our expertise and white-glove operational support.

Our advisor-focused platform includes:

• Institutional pricing and wholesale access to bullion and coin products
  
  

• Custom portfolio construction and allocation strategies for client accounts
  
  

• Integrated IRA and custody solutions for compliant metals ownership
  
  

• Education and marketing resources to help advisors communicate the benefits of precious metals investing
  
  

Through these strategic partnerships, Ursus Financial Group helps financial professionals expand their value proposition, enhance client trust, and build more resilient, tax-efficient portfolios.

Our Philosophy: Innovation Meets Integrity

At Ursus Financial Group, every client and partner relationship is built on two core principles — innovation and integrity.
We deliver concierge-level service and tailored investment strategies designed to preserve wealth, minimize tax exposure, and position assets for multi-generational success.

Whether you’re an investor seeking diversification or a financial professional looking to integrate physical metals into your client offering, UFG is your trusted partner in precious metals wealth strategies.

Ursus Financial Group — Where Innovation Meets Integrity in Precious Metals Investing.