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

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EXPERIENCE ONE-UP FINANCIAL ADVANTAGES

INCREASE INCOME

REDUCE TAXES

INVEST SMARTER

WHY CHOOSE US?

We're more than just a financial advisor.
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. 

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.

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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

HOW DOES ONE-UP FINANCIAL DIFFER FROM THE COMPETITION?

One-Up Financial

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

Offers tailored, comprehensive financial services for one simple, transparent fee 

Specializes in working with investors who are diligent savers nearing or in retirement

Only manage investments and charge excessive, and oftentimes hidden fees

Are generalists who work with anyone who has money and a pulse

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10 BIGGEST RETIREMENT MISTAKES

TO AVOID THAT ARE HIDING IN PLAIN SIGHT 

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. 

Your guide is on its way!

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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.

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READ OUR LATEST COMMENTARY

 

 CONTACT US

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ONE-UP FINANCIAL

1001 State Street

Suite 907

Erie, PA 16501

814-325-2699

eric@oneupfinancial.com

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