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AS SEEN IN
WHY ONE-UP FINANCIAL?
If you want "average," we're not a good fit.
CPA | CFP® PROFESSIONAL
CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant designations mean you receive the highest, most sophisticated level of service beyond managing investments.
Simply put, we’re responsible and legally liable to you for the advice we give. Not all advisors operate like this.
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.
With One-Up Financial, have the peace of mind knowing your money stays at Charles Schwab, one of the largest and most trusted financial institutions in the country.
More about Schwab and One-Up Financial here.
One-Up Financial is a fee-only financial advisor specializing in serving high-performing corporate executives, professionals and business owners looking to take their finances to the next level.
Our services include:
FINANCIAL PLANNING SERVICES
HOW DOES ONE-UP FINANCIAL DIFFER FROM THE COMPETITION?
Some Financial Advisors
Employs CPA, CFP professionals with a fiduciary duty to always act in their clients' best interests
Are non-credentialed brokers who don't always act in their clients' best interests
Only manage investments and charge excessive, and oftentimes hidden fees
Are tax experts specializing in helping successful, high-earning investors over the age of 50 achieve optimal results in every aspect of their financial lives
Are generalists who work with anyone who has money and a pulse
10 BIGGEST RETIREMENT MISTAKES
TO AVOID AT ALL COSTS
Are you contemplating retirement? Before you pull the trigger, check out our latest guide where we address the 10 biggest mistakes to avoid in retirement.
ERIC PRESOGNA, CPA, CFP®
FOUNDER & CEO
Thanks for visiting our site!
After spending most of my career working with a Fortune 500 wealth management firm, I witnessed countless examples where their advice often benefited the bottom line more so than the client.
In 2020, I decided to make a change and finally give clients the financial advantage they deserve - I founded One-Up Financial. As licensed CPA and CFP® professionals, we set out to disrupt the financial services industry by combining our unique skillset and expertise to save investors money on taxes and optimize their income in retirement.
Chances are, you found us because you're fed up with hearing the same canned financial advice from the pin-striped suit drooling over the commission your nest egg will pay and want something different. If you're looking for honesty, transparency, and the highest degree of professionalism in the marketplace, then we might be a good fit.
READ OUR LATEST COMMENTARY
1001 State Street
Erie, PA 16501
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