We hope you enjoyed our gift.

If you’re looking to chart a course to independence right away, we’re here to talk.

Just starting to think about independence?

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We understand that the journey to independence takes time.

We’ve carefully selected a few advisors to reach out to, who we think could benefit from partnering with us so we can help your business grow.

We’d love to provide you with helpful resources crafted by advisors who have successfully navigated this path before. If you are interested, fill out the form above.

Please feel no obligation in accepting this invitation. We’re simply hoping to be the right partner for you somewhere down the road.

In the meantime, there’s a journey of growth and development ahead. We look forward to supporting your success along the way.

Jason Barber
CEO & Founder
Financial Advisor | CFP®, AAMS®

Taylor Pankratz
President & Founder
Financial Advisor | CFP®, AAMS®

Steve Barber
Chairman and Founder
Financial Advisor | CFP®, AAMS®

Uptick Partners, LLC offers investment advisory services through Uptick Partners, LLC, a Registered Investment Adviser.