# Upward Financial Planning

Upward Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/upward-financial-planning

## Regulatory record

- **CRD number:** 321825
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321825

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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