Independent and Professional
Your needs and individual goals are unique and so are your
investment choices. As an independent financial services
firm, Upstream Investment Partners is able to provide
clients the freedom to decide which investments they
prefer.
An Award-Winning Broker-Dealer
At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best.
Are you a Financial Advisor looking to join our network?
If you are a financial advisor interested in our network, we'd love to chat with you to learn more about your business. At Upstream Investment Partners, you're Independent...but never alone.
Our Philosophy
We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.
Our Services
No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future.
With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.
Our Products
We are committed to providing extensive product choices
and a variety of professional financial services. We have
formed alliances with some of the leading financial firms
in the industry.