Message from the Founder

Finance can be intimidating and frustrating. It doesn’t have to be.

Before founding Uplift Investing, my goal was to start a company with a mission to bring years of institutional experience in financial services directly to like-minded individuals.

We learned that financial concepts can be intimidating and frustrating to many, and financial education is lacking in this country. We have received eager questions asking how and from where they can start gaining financial knowledge. Therefore, our services have expanded to include bringing financial knowledge to those who welcome it.

Allow us to be your partner in your financial journey—saving for short-term needs and investing long-term for retirement. We want to make this world a better place, and it is only possible when we are working together with you.