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Upward Financial Planning
Upward Financial Planning is a fee-only financial planning firm based in Roanoke, Virginia that serves clients locally and beyond. We specialize in helping you...
Upward Financial Planning
Upward Financial Planning is a fee-only financial planning firm based in Roanoke, Virginia that serves clients locally and beyond. We specialize in helping you plan for retirement. We help both retirees, pre-retirees, and young professionals grow their wealth and plan for lifestyle needs in retirement by crafting a comprehensive financial plan for investments, insurance, tax mitigation, retirement, and estate planning. As members of the XY Planning network, we specialize in helping millennial investors who are interested in growing their wealth and building their futures.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Upward Financial Planning?
No named principals are publicly associated with Upward Financial Planning as of 2025. The firm's leadership is not disclosed in SEC filings or other public records.
Is Upward Financial Planning a single-family or multi-family office?
Upward Financial Planning is not a family office; it is registered as an RIA providing financial planning services to individual clients. Public records do not suggest a family-office structure.
What investment stages does Upward Financial Planning target?
The firm does not target private investment stages. Its disclosed model is financial planning and traditional portfolio management, likely focused on public-market securities through third-party custodians.
Does Upward Financial Planning participate in fund commitments or direct deals?
There is no public evidence that Upward Financial Planning participates in fund commitments or direct investments. The firm's RIA registration suggests a client-advisory role rather than a principal-investor one.
What sectors does Upward Financial Planning focus on?
The firm does not disclose sector-specific focuses. Its client portfolios likely follow standard diversified asset-allocation strategies rather than thematic sector bets.
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