A complete list of active advisors currently associated with Upbeat Financial

Warmer can help you find a great advisor at Upbeat Financial or one who fits your needs even better.

Upbeat Financial serves individuals, families, trusts and estates, pension and profit‑sharing plan participants, charitable organizations, and small businesses. The firm provides comprehensive financial planning and insurance planning (including life, long‑term care, and disability), retirement and education planning, estate analysis, and employer‑sponsored retirement plan design and implementation. The firm does not directly manage client portfolios; instead it prepares Investment Policy Statements and works exclusively with third‑party investment advisors who implement strategies consistent with Efficient Market Portfolio Theory and buy‑and‑hold approaches. Upbeat monitors third‑party managers, conducts manager due diligence, provides participant education and IPS support, and reports that it has $20,190,021 under non‑discretionary management with outside managers. What is noteworthy relative to peers is that Upbeat both sells insurance products for commissions as a licensed insurance agent and counts charitable organizations among its clients—features that are relatively uncommon for independent advisors. The firm’s model emphasizes referral and oversight of external managers rather than in‑house portfolio management, and its principal holds professional credentials in financial planning, tax representation, and sustainable investing.

To learn more about the advisors currently working at Upbeat Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.