Ready to level up your finances?
Join us on an epic adventure with our…
Free Financial Strategy Guide!
Our guide takes you on a 3-step journey to help you take control of your finances, discover how we can help, and plan your path to financial security.
Think of it as your very own treasure map to financial security, complete with three key milestones:
Analyze Your
Income vs. Expense
Discover where your money is going and find ways to save more.
Get a Clear Picture of Your Finances
See your assets, liabilities, and personal net worth in one spot.
Ask us
Anything!
We're here for your burning financial questions with no shame or judgment.
Your Free Financial Strategy Guide:
A 3-step process showing you how you can get (and stay) financially organized, start retirement savings, and lower your tax bill.
Step 1
Set Sail
Ready to take the first step?
Schedule a 20-minute call with us (held via Zoom or phone, your preference) to see if we’re a good fit.
Step #2
X Marks the Spot
Unveil your treasure map with a Discovery Meeting.
During this 1-hour meeting, we’ll get to know each other and figure out your financial goals, needs, and concerns. We’ll also take a deep dive into your income vs. expenses and assets vs. liabilities to chart your course to financial freedom.
Step #3
Plot Your Next Move
With your Strategy Guide complete, we’ll explain exactly what you can do to improve your financial organization, lower your taxes, and optimize your savings.
From here, we’ll work together to create a personalized plan that works for you.
Working together is more than just a transaction to us. We’re looking to build long-term relationships.
If you know that now’s your time to take control of your finances, we’ll use the strategy guide we’ve created to start your journey together.
Or, if you decide we’re not a good fit, no hard feelings! We’ll happily help you find another professional with the right expertise.
So what are you waiting for? Let’s embark on a financial adventure together!
Still Have Questions? Keep Reading…
Yes! 1Up Financial Advisors is based in Raleigh, NC, but we're an entirely virtual firm serving clients locally and nationwide.
We usually run meetings via Zoom, but are happy to do phone calls if you prefer.
1Up is a commission-free (a.k.a. fee-only) financial planning firm. Our fees are a transparent line-item on every statement.
Some financial advisors are commission-based, which can lead to conflicts of interest or hidden fees.
At 1Up, we're different. We charge specific fees based on the services we provide - to which we both agree on beforehand.
For more detail on our fees, check out our Services page.
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being ethically bound to act in the other's best interests.
The fiduciary standard of care requires that a financial advisor act solely in the client’s best interest when offering personalized financial advice.
I am legally held to a fiduciary standard and take serious pride in this. Upholding this duty is a factor in every decision we make.
Ryan is uniquely equipped to serve content creators, both personally and professionally. As a licensed CPA since 2017, he has worked with clients from startups to billion-dollar companies. He applies this expert knowledge and perspective now to working with content creators to grow their businesses and create solid financial lives.
The CPA Exam is extremely difficult and many in the finance and accounting fields consider the CPA license one of the most prestigious designations a professional can earn. It requires completion of 40 hours of continuing professional education every year to maintain.
In short, you can trust that I keep up on technical knowledge and ethical obligations of the field.
As a content creator for many years as well, Ryan understands the creator economy and what it takes to transfer this knowledge to our complex financial system. Ryan is a member of XY Planning Network, the American Institute of Certified Public Accountants (AICPA), and the North Carolina Association of Certified Public Accountants (NCACPA).
Want to see his full resume? Check out LinkedIn.
