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Independent Advisors,
United in Pursuit of Your Success

With a focus on personalized strategies, our team is dedicated to helping you achieve your financial aspirations. Our commitment to integrity and client-focused solutions ensures that your unique needs are always prioritized.

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How We Help
Guiding You with Proficiency and Care

Our comprehensive services are designed to meet your unique financial needs and aspirations. By focusing on personalized strategies, we empower you to make informed decisions and achieve long-term success.


Wealth Management

We craft personalized investment strategies to align with your financial goals and risk tolerance for growth and preservation.


Retirement Planning

Our tailored retirement plans ensure financial independence, considering your lifestyle, savings, and future needs for a comfortable retirement.


Estate and Trust Planning

We help organize your affairs, ensuring your assets are distributed according to your wishes for lasting legacy protection.


Tax Strategies

Our approach identifies opportunities to minimize tax liabilities and enhance investment returns, retaining more of your wealth.


Insurance and Protection

We assess coverage needs and recommend policies to safeguard your financial well-being against unforeseen events and challenges.

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What We Do
Crafting Your Financial Future with Expertise

We address the need for personalized financial guidance by partnering with advisors who own their practices, providing them with comprehensive support. This approach allows us to offer you the benefits of a small-firm, relationship-driven experience while enjoying the advantages of a nationwide presence. Our commitment to customized planning and behavioral coaching during market fluctuations ensures that your financial goals are met with precision and care.

Free Quiz
How much do you know
about investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Take Our Free Quiz

Who We Are
Your Trusted Financial Partners

Upstream Investment Partners is committed to providing personalized financial guidance with a focus on long-term relationships and multi-generational success. Our team of dedicated advisors collaborates with clients to deliver tailored solutions that empower individuals and families to achieve their financial goals with clarity and confidence.

Our Process
A Strategic Approach to Your Financial Success

I
Discovery &
Relationship Building

We begin by understanding your financial goals and objectives, and then build a strong, collaborative relationship.

II
Data Gathering
& Goal Definition

Collecting detailed financial information to define your short-term and long-term objectives clearly.

III
Personalized Plan
Design

Crafting a tailored financial strategy that aligns with your unique goals and risk preferences.

IV
Plan Review
& Implementation

Reviewing the proposed plan with you and executing the agreed-upon strategies for success.

V
Ongoing Monitoring
& Adjustments

Continuously monitoring progress and making necessary adjustments to keep your financial plan on track.

Resources
Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.
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Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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Begin Here
Schedule A Consultation

Suppose you believe you could benefit from working with a financial professional. In that case, we invite you to schedule a meeting to review your portfolio, financial trajectory, and goals, and to ascertain if our practice is a suitable match for your needs.

Schedule a Consultation