Making content full-time but still stressing about money?
Let’s change that with financial services built for creators.
We help you turn unpredictable income into a scalable financial system.
CPA and Financial Planner providing financial services for content creators - including YouTubers, podcasters, and creative entrepreneurs across the U.S.
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Turn your creator hustle into a confident, long-term financial future - with financial services built for content creators.
No more guessing, just growing.
How Our Financial Services Help Clients
Take
Control
Still guessing where your money goes each month? Let’s end that.
We’ll clean up your books, decode your numbers, and give you real clarity – so you can make smarter decisions, save on taxes, and keep more of what you earn.
👉Ideal for content creators who need bookkeeping support and financial visibility.
Start Paying
You First
Too many creators pay themselves last. We flip that script.
We’ll build a personalized financial plan so you take home more, stay ahead of taxes, and feel in control – without sacrificing growth.
🔑 This is key to how our financial planning services for content creators support long-term success.
Maximize
Your Momentum
You’re making money – now let’s make it last.
From buying your dream home to building long-term wealth, we’ll create a clear financial roadmap to help your income grow with purpose.
🌳That’s what investment management for creators is all about – turning momentum into lasting impact.
Why Creators Choose 1Up Financial
1Up Financial Advisors is a virtual, fee-only firm offering personalized financial services for content creators, freelancers, and solo business owners – built by someone who’s been there.
Based in Raleigh, NC and serving clients nationwide, we help you simplify your money so you can focus on what you do best: creating.
Independent
We work for you – and only you. No sales quotas, no big company agendas. Just real advice, tailored to your goals and your life.
Ideal for creators who want advice – not sales pitches.
Fiduciary
We’re legally and ethically bound to put your interests first – every time. You get advice built on trust, not transactions.
It’s how we deliver financial services creators can actually trust.
Fee-Only
You pay us for advice – not products, not commissions. Simple pricing. Transparent structure.
Transparent pricing makes it easy for content creators to plan, budget, and grow.
What it's like to work with a Financial Partner for Content Creators
We know talking money can be overwhelming. That’s why our process is simple, supportive, and tailored to creators like you – no shame, no jargon, just real help.
Start with What Matters
We get to know you – what drives you, what keeps you up at night, and what “success” actually looks like for your life and creative business.
Map Out the Milestones
Together, we’ll define your goals, choose the right financial services for you as a creator, and lay out clear steps to get you there – no fluff, just focus.
Build a Plan That Works IRL
This isn’t theory – we build a step-by-step plan that fits your real life, content business, and long-term money goals.
Ready to take control of your money – for real this time?
Ditch the spreadsheet stress. Say goodbye to tax-time panic.
We’ll build a personalized financial strategy for content creators like you – aligned with your goals, your lifestyle, and your creative rhythm.
Let’s talk. Your future self will thank you.
