Overview

Overview
The Partnering Process
Power of 5 Investing
Our Fees

Like a trusted companion, we’re here to make your life easier.

Please explore the links below to learn more about:

The Partnering Process

A systematic approach to delivering personalized financial planning to our clients

Power of 5 Investing

Our proprietary investment system.

Our Fees

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.

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 Partners^SM 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