CPA & Financial Advisor for Content Creators and Small Business Owners
INCREASE INCOME | OPTIMIZE SAVINGS | REDUCE TAXES
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Whether you're navigating brand deals, managing business cash flow, or planning for retirement, we offer personalized strategies that align with your goals.
Built for you.
1Up Financial Advisors is a virtual, fee-only financial planning practice based in Raleigh, NC and serves clients locally and across the country. We’re built for you because we make the following commitments to our clients:
Independent: We work for you—and only you. We’re not tied to any big company that pushes their own funds or products. Our priority is helping you achieve your goals, free from external influence.
Fiduciary: Our advice is centered around what’s in your best interest—not ours. As fiduciaries, we’re legally bound to put your needs first in every recommendation we make.
Fee-Only: No commissions, no hidden fees, no product sales. You pay us for our advice, and that’s it. We believe transparency is key to building trust, so our compensation comes solely from you.
Meet Ryan Bannister, CPA.
Hi, I’m Ryan Bannister, founder of 1Up Financial Advisors, a fee-only financial planning practice based in Raleigh, NC, serving clients locally and virtually across the country.
You could say that my firm was “founded by an entrepreneur, for entrepreneurs.”
My mission is to help content creators and business owners like you realize the full financial value of your hard work.
Starting a business is one of the biggest leaps you can take and coincidentally one of the best investments you may ever make.
So let’s take it for all you can and start living your best life!
How do we help clients?
Accounting & Bookkeeping
This is where it all starts – the money your business earns.
We provide bookkeeping services here to give you a clear view of your income, expenses, and profitability.
We help you categorize transactions, reconcile accounts, and stay on top of your business’s financial health.
Business & Tax Planning
After getting clarity on your business’s profitability, it’s time to pay yourself as the owner.
We help you optimize how much and when to pay yourself while minimizing taxes and ensuring the business runs smoothly.
Financial Planning & Investment Management
Once you’ve paid yourself, now we focus on growing your personal wealth.
We help you plan how to save, invest, and spend your income in pursuit of your goals. Whether it’s retirement savings, investment strategies, or buying a new home, we ensure your money works for you.
HERE'S WHAT IT LOOKS LIKE...
Our no-stress process gives you peace of mind and a safe place to let out all those financial frustrations. No shame or judgment, just real financial planning.
Free Consultation
We’ll chat for 30 minutes (via Zoom or phone, your preference) to see if we’re a good fit and see what’s bugging you.
Draft a Roadmap
We’ll determine your financial priorities and the services you need.
Develop Your Plan
We’ll create your financial plan together through a series of collaborative meetings.
