River flowing through a meadow, pine trees in the distance, sun breaking through the clouds

Our Belief

Most investors are paddling against an overwhelming torrent of financial news and information. This makes financial planning and investing more challenging than it needs to be. We help you navigate through the current, so you can feel more confident on your journey.

What sets Upstream apart?

Holistic

There is more to financial planning than just investing

Experienced

Collectively, we have over 30+ years of financial and tax knowledge

Fiduciary

We put your financial best interests ahead of our own

Accessible

You always have a direct line of communication with us

Fee Only

We don’t accept commissions or apply hidden fees

Transparent

We are open and honest about our offerings

Who We Are

Upstream Financial Consultant

Upstream Financial Consultant

Ready to see if we’re a good fit?

Contact

Email:

dketcho@upstreamfa.com

Upstream Financial Advisors