Up Financial is a registered wealth management and financial planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning. The company has significant experience advising senior executives, company founders, entrepreneurs, and multi‑generational families on multiple facets of their financial lives. Clients say the service is highly professional, incredibly knowledgeable, and genuinely dedicated. He takes time to thoroughly research options, explain them in an easy way, and remains available to address any questions. Guidance around investing, budgeting, and tax planning, as well as retirement planning and investment strategies, is offered. Clients report that the guidance helped double the investment portfolio in a little over 12 months and provided valuable insight that carefully considers personal needs, present situation, and future goals. The service is thorough, responsive, communicative, and has attention to detail. Many clients highly recommend reaching out and working with Up Financial for exceptional financial knowledge and informed decisions.
Dylan is a complete rockstar! I'm so happy to have him, and the whole Up Financial team, on my side. Highly recommend 👍
January 2025
We have been with Dylan for a bit over a year now and have been blown away by his service and attention to detail. With his guidance around investing, budgeting, and tax planning we have managed to more than double our investment portfolio in a little over 12 months. We highly recommend reaching out and working with Dylan!!!
December 2024
We have been working with Dylan for roughly 18 months and can only think of positive things to say. He is thorough, responsive, and communicative. Highly recommend.
