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RISING ABOVE THE FIDUCIARY STANDARD

TAX EXPERTS & FINANCIAL ADVISORS SERVING

AS SEEN IN

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WHY ONE-UP FINANCIAL?

If you want an "average financial advisor," we're not a good fit.
CPA | CFP® 
You'll only receive the highest, most sophisticated level of service beyond managing investments.
FIDUCIARY
We’re responsible and legally liable to you for the advice we give. Not all advisors operate like this.
COMMISSION-FREE
We believe in 100% transparency and as such, there are no hidden fees, commissions or sales charges. 

ABOUT US

ONE-UP FINANCIAL

  • Combined 30+ years of experience in financial services

  • Certified financial planning experts

  • Licensed tax professionals

  • Fortune 500 experience

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One-Up Financial is an independent financial advisor in Erie, PA specializing in serving high-performing sales executives, small business owners and retirees looking to optimize their financial lives. 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 including tax preparation and filing

Only manage investments and charge excessive, and oftentimes hidden fees

Are tax experts specializing in helping sales executives, small business owners and retirees achieve optimal results in every aspect of their financial lives

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

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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. 

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

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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