Upland Financial Partners
  • About
    • Advice You Can Trust
    • Erik Christman
    • Your Extended Team
  • Working With Us
    • Overview
    • The Partnering Process
    • Power of 5 Investing
    • Our Fees
  • The Upland Oracle
  • In The Media
  • Client Login
  • Contact
  • Schedule an Appointment

Client Login

View Your Accounts

Personal Financial Portal

Review your financial plan and progress toward your goals

Sign In

TD Ameritrade

Login to see your accounts

Login
cfp-board napfa fee-only forbes-finance-council

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

©2020 Upland Financial Partners, LLC. All rights reserved.

Upland Financial Partners is an affiliate of Siena Capital, LLC, DBA Oxford Financial Partners.  Siena Capital, LLC is a registered investment advisor.  Investment advisors of Upland Financial Partners provide investment advisory services through Siena Capital, LLC.

Power of 5 Investing® is a federally registered service mark of Siena Capital, LLC.  Upland Financial PartnersSM and THE HUNTER'S FINANCIAL ADVISOR® are both service marks of Upland Financial Partners, LLC.  All rights reserved.

Privacy Policy | Cookie Policy

Louisville Office

10200 Forest Green Blvd., Suite 112 
Louisville, KY 40223
Mon-Fri: 8:30 AM – 5:00 PM
P: (502) 977-5155

  facebook     twitter     linkedin