Like most businesses, our journey began by solving a problem in the market. The problem is that most investors are paying tens of thousands of dollars in fees each year for as little as two hours of their advisor’s time.
If that weren’t enough, most advisors are generalists, focusing primarily on managing investments and neglecting to consider larger, more impactful aspects of their client's financial life such as their tax situation, social security and estate plan, all of which can provide a unique financial advantage resulting in more money to spend on the things they want in retirement.
With more than 14 years’ experience in all aspects of accounting, tax, investing and retirement planning, our founder and CEO Eric Presogna decided that investors deserve more. They deserve to have someone who is qualified to look beyond their investment portfolio and who actively works to save them money and stress at the end of the day.
Investors deserve ONE-UP FINANCIAL