One-Up Financial LLC

EST. AUM
$107,461,065

CONTACTS

CLIENT ACCOUNTS
97

Firm Details

Metro area Buffalo
CRD Number 333778
Website oneupfinancial.com
Client types

Overview

One-Up Financial LLC is an independent, fee-only fiduciary registered investment adviser headquartered in Erie, Pennsylvania. The firm combines CPA and CFP® expertise to provide investment management, tax planning, retirement planning, estate planning coordination, and financial planning services. The practice specializes in serving small business owners, retirees, sales executives, retirement plans, and endowments through a commission-free advisory model.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

One-Up Financial LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company