Matthew Fitzgerald Joins Uptick Partners, Launches Holistic Planning Practice
Matthew Fitzgerald, who previously managed over $100 million in client assets at Edward Jones, departed on March 31st to establish the next Holistic Planning branch location. Fitzgerald is now the 6th advisor to join the growing Uptick Partners platform.
Uptick Partners Welcomes Industry Veteran John Sidery, CFP®, CPWA® to the Team
Uptick Partners, a leading Registered Investment Advisor (RIA) platform is excited to announce the addition of seasoned advisor John Sidery, CFP®, CPWA® to its growing network.
Uptick Partners Launches Transition Guarantee Program
Uptick Partners, the “Bridge Builder to Independence,” today announced the launch of the firm’s transition guarantee for advisors seeking to break away from captive broker-dealers.
Uptick Partners Launches as the “Bridge Builder to Independence” and Welcomes Jonathan Dvorak as Latest Breakaway Advisor
Uptick Partners, the “Bridge Builder to Independence,” today announced the official launch of the firm’s RIA platform for advisors seeking to break away from captive broker-dealers, with the arrival of the firm’s first breakaway advisor.
