CERTIFIED FINANCIAL PLANNERS HELPING YOU RETIRE WITH MORE MONEY & LESS STRESS

EXPERIENCE ONE-UP FINANCIAL ADVANTAGES

increase income

reduce taxes

invest smarter

WHY CHOOSE US?

CPA | CFP® Professional
CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant designations mean you receive the highest, most sophisticated level of service beyond managing investments.
fiduciary
Simply put, we’re responsible and legally liable to you for the advice we give. Not all advisors operate like this.
COMMISSION-FREE
Our suite of financial services is tailored specifically around you and your financial goals. We believe in 100% transparency and as such, there are no hidden fees, commissions or sales charges. 

One-Up Financial is a fee-only financial advisor specializing in serving executives and professionals, including business owners, who are nearing or in retirement. Our services include:

 FINANCIAL PLANNING SERVICES

10 MOST COMMON MISTAKES THAT CAN WREAK HAVOC ON YOUR RETIREMENT

Do you feel uncertain about what retirement options are best suited for you and fear making the wrong decision? Check out our latest guide where we outline 10 key strategies that will help you avoid making costly mistakes in retirement.  

You're guide is on its way!

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With One-Up Financial, have the peace of mind knowing your money stays at Charles Schwab, one of the largest financial institutions in the country. 

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LATEST FROM THE BLOG

 

 CONTACT US

ONE-UP FINANCIAL

1001 State Street

Suite 907

Erie, PA 16501

814-325-2699

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