Upward Financial Planning

Home
United States
Vinton, VA
Upward Financial Planning

Fiduciary | CERTIFIED FINANCIAL PLANNER®
Guiding business owners, retirees, and pre-retirees toward clarity, growth, and financial peace.

We provide tailored strategies in investments, tax planning, retirement, and business exit planning.

04/03/2026

What an amazing turnout for the ribbon cutting for the playground at the Vinton War Memorial! We are so happy and proud to be in Vinton and see all of the exciting things happening here for the residents and business owners!

It was wonderful to be surrounded by so many community leaders, the Vinton mayor, Roanoke city Council members, business leaders, and partners in the community.

It was also great running into some Villa Heights family.

Together, we are stronger. At Upward Financial Planning, we are proud to be in Vinton!

03/24/2026

Come and see us at the Vinton senior services expo at William Byrd middle school, and learn how we can help you with your investments, taxes, retirement, planning, and financial planning!

Vinton Area Chamber of Commerce

03/14/2026

Happy Spring from UPWARD Financial Planning! 🌷

We know the official first day of spring isn’t until March 20th, but with the warmer weather lately, it sure feels like spring is already here. We’re excited to celebrate the new season and all the fresh opportunities it brings.

We recently did a new photoshoot to update our pictures. We chose the Blue Ridge Parkway with the mountains in the background, highlighting our blue and green logo colors and our mountain theme that represents the journey of building wealth with UPWARD Financial Planning.

If you’ve been thinking about your investments, retirement planning, taxes, or any other financial questions, we’d love to connect with you. Spring is a great time to get organized and make sure your financial plan is moving UPWARD.

Speaking of taxes, we’re busy this season! We’re completing about 40–50 tax returns this year, and Daniel is already halfway finished and expects to complete many of the remaining returns next week. Thank you to everyone who trusts us with your finances—we truly appreciate our valued clients.

📞 Call us today: 540-915-5931

Thank you all for being valued clients, and enjoy the start of spring!

Thanks to Ian Kyle with Visualize Media Productions for doing our headshots and new videography coming soon!

03/11/2026

We had a great time at this event and Kelty even won the gift basket! Thank you Vinton Area Chamber of Commerce and Farmer Auctions!

02/24/2026

We are here ready to do your taxes! Give us a call on our new business line at 540-915-5931 to schedule your appointment!

Now that investment account year end tax statements are out, it’s time to get this done.

Daniel will be in the office the entire week of March 9. Call or email us and schedule your appointment today!

02/13/2026

We had a great week working on tax returns and meeting with current and future clients and mingling with the chamber people and Roanoke Business Group!

Contact us today for help with your taxes, investments, or financial planning!

I hope you all have a great weekend! 📈❄️❤️

Happy Valentine’s Day! 💘

02/11/2026

We had a great time at the Roanoke Regional Chamber coffee with the CEO event. They are really trying to help businesses and economic development in our region.

02/09/2026

We are excited to announce Upward Financial Planning as a Diamond Sponsor this year.

Their continued support means a lot to us and allows us to do so many great things in our community!

Upward Financial Planning is guiding business owners, retirees, and pre-retirees toward clarity, growth, and financial peace. We provide tailored strategies in investments, tax planning, retirement, and business exit planning.

Reach out to them today!

02/03/2026

📣 Tax Season Is Here — We’re Ready for You! 📣

At Upward Financial Planning, we’re now welcoming clients to stop by and drop off their tax documents so we can take the stress out of filing your taxes.

Whether your return is simple or complex, our team is here to help you prepare and file with confidence.

📍 Visit us at:
118 E Virginia Ave
Vinton, VA

📞 Call us today to schedule your consultation:
540-915-5931

Bring your documents, ask your questions, and let us handle the rest. We look forward to seeing you and helping you make smart financial decisions this tax season!

01/23/2026

Wow what an amazing week in the office!

We signed on two new clients for financial plans and an existing client gave us more money to manage for her.

We also went to the Vinton Area Chamber of Commerce Casino night where we had fun chatting with the mayor, winning big (fake money) at the Blackjack table, and spending time with other Vinton business leaders and community members.

We love being in Vinton!

01/22/2026

We had a great meeting today with a referral partner at Global Blend Cafe in Bonsack which is a missions themed coffee shop. We highly recommend it! The coffee was amazing, affordable, and for a good purpose!

Life is for service. We hope everyone is having a great Thursday and well prepped for snowmageddon, just as we hope you are also well prepped for retirement!

Give us a call today for a free consultation.

01/16/2026

We got our new company Cadillac wrapped with some special messaging that highlights what we do at Upward Financial!

Elevate your Finances!

How’s your 401(k)?

What do you think of our new company vehicle?

We’re excited about really engaging with the community in 2026.

Give us a call for a free consultation today!

Address

118 E Virginia Avenue
Vinton, VA
24179

Telephone

+15405802501

Website

http://upwardfp.com/

Alerts

Be the first to know and let us send you an email when Upward Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.