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What is Upland Financial Management?

Upland Financial Management is a fee-only Registered Investment Advisor (RIA). That means we act as a fiduciary, and charge fees rather than commissions. A fiduciary standard means that we must act solely in your best interests when providing financial advice.

Bank Stocks - My 2017 Guess
After a very strong year end run, can it continue?

Banks closed out 2016 with a very strong run following the presidential election in November. I don’t think I’m going out on a limb to say that the result of the election caught almost all of us by surprise.

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.