Our vision is to create a holistic, accessible and transparent financial advisory firm with personal tax preparation capabilities to serve a limited number of clients.

It all started with a simple question – how do we create a financial advisory practice that is most impactful for clients?

To find the answer, we had to take an honest look at our industry and ask ourselves the following:

Question: How do we ensure that clients are getting individualized attention with the highest service possible?

Answer: Everyone has limits and the more you stretch beyond those limits, the more likely your service and results will suffer. This is why we work with a limited number of clients.

Question: Why aren’t more advisory firms offering tax preparation services in-house?

Answer: Experienced tax preparation is getting harder to find and more costly to the average person. Building a firm from scratch enabled us to be nimbler due to better operational technology.

Question: Why do some investment strategies offered seem so complicated?

Answer:  Successful long-term investing comes from acting on your plan, while all failure is caused by reacting to the markets – everything else is a sales pitch.

Upstream Financial Advisors is our solution to this vision.