Upward Financial Planning is a fee-only financial planning firm based in Roanoke, Virginia that serves clients locally and beyond.
We specialize in helping you plan for retirement. We help both retirees, pre-retirees, and young professionals grow their wealth and plan for lifestyle needs in retirement by crafting a comprehensive financial plan for investments, insurance, tax mitigation, retirement, and estate planning.
Our CEO and financial advisor Daniel Colston, CFP® founded the company in 2022 and has been advising clients since 2018. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary advisor, he puts your interests first in all financial recommendations. He wrote The Money Success Guidebook: A Step-by-Step Game Plan to Master Your Money and blogs regularly with the latest financial advice and trends to help you stay on track with your financial goals and well-being.
Upward Financial Planning is committed to providing the highest levels of advice, follow-up, and service through hard work, constant innovation and staying up-to-date on the latest tax laws, investment trends, and technology tools. We believe that you deserve an advisor who is fighting for your financial well-being and not just someone with a “set-it and forget-it mentality.”
Daniel’s grandad served in the navy. One of his stepgrandads served in the army and his other stepgrandad served in the air force. His uncle served in the army as well. Daniel is already serving military veterans as his clients and relishes the opportunity to be able to give back to those who have given so much in the service of our country.
Designations & Certifications
Our Services Include:
Financial Planning & Investment Advisory services offered through Upward Financial Planning, LLC, an Investment Advisor registered in Virginia with the Financial Industry Regulatory Authority. Copyright 2022 All Rights Reserved Upward Financial Planning, LLC.
1087 Reviews
I have known Daniel for many years now and he is a reliable, intelligent, honest Christian. One whom I put confidence in to handle my finances. He has shown to be a trusted financial advisor and planner. ~ Roger Whitley ~
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