Reaching Upward Financial Solutions LLC

Overview

Reaching Upward Financial Solutions LLC is a very small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm’s owner-operated structure and its combined activities as an insurance broker and accountant suggest a hybrid advisory model that blends fee-based planning, limited discretionary portfolio management and insurance placement. Advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagement options, which fits a boutique practice that serves a handful of clients with different needs. Reaching Upward does not identify as an ESG investor, is not a multi-state adviser and does not act as a capital allocator; alternative investments are accessed through third-party managers rather than internally managed funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices