Upstream Investment Partners

At Upstream Investment Partners, we believe in helping people like you, families like yours, and business of all kinds. Making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence. We are not motivated by selling products that are not necessary to you. We are ethically bound, by the legal fiduciary standard, to act in your best interest. Rather than fitting you into products or services, our passion is providing education that empowers you.

Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our advisors work with their clients to help invest wealth and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products.

Our independence enables us to establish working relationships with a vast number of industry-leading mutual funds, separate account managers, third party asset managers, annuity providers, alternative investments and insurance providers whose products we leverage to create customized client solutions. Our advisors recommend only those products and services that can be tailored to suit our clients' unique needs.

 

Our Process

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.

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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.

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