Inspire Advisors - Upward Management Group

Be Cared For, Not Controlled

Financial planner in Dublin, OH (show on map)

5.0

★★★★★

3 reviews

Christian financial advisors offering retirement planning, investment management, estate planning, insurance, and education savings through a Biblical lens.

Call (614) 683-8054

Navigate to Visit website

About

Founded in 2021, Upward Management Group is an independent investment advisory firm with over 30 years of combined experience in the financial services industry. We are excited to partner with Inspire Advisors to engage in Biblically Responsible Investing for our clients.

Our mission is to provide financial freedom by helping clients make life’s most important financial decisions through a Biblical lens, honoring God in the process. We offer retirement planning, investment management, estate planning, insurance, and education savings. Our team includes Matt Bonito and Drew Lehman, both Christian Financial Advisors dedicated to serving clients with integrity and personalized attention.

Biblically Responsible Investing

Independent advisory firm

Personalized, relationship-focused service

Comprehensive suite of financial services

Services

Retirement Planning

Helping clients plan for a secure retirement aligned with Biblical principles.

Goal-based planning Tax-efficient strategies Regular reviews

Investment Management

Biblically Responsible Investing with a focus on ethical values and financial returns.

Values-based screening Diversified portfolios Impact reporting

Estate Planning

Creating comprehensive estate plans to protect and distribute assets according to client wishes.

Will and trust preparation Tax minimization strategies Beneficiary designations

Insurance - Life/Health/LTC

Providing tailored insurance solutions to protect clients and their families.

Life insurance Health insurance Long-term care insurance

Education Savings

Helping families plan and save for educational expenses.

529 plans Education loan strategies Tax-advantaged savings

Credentials & Certifications

CFP®

Since 2012

CKA®

Since 2013

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Biblically Responsible Investing? +

Biblically Responsible Investing involves screening investments to align with Biblical principles, endorsing companies that make a positive impact, engaging with companies to promote ethical change, and excluding those involved in immoral activities.

How does Upward Management Group ensure financial freedom for clients? +

Upward Management Group focuses on providing financial freedom by helping clients make life’s most important financial decisions through a Biblical lens, ensuring that every decision honors God and supports their long-term goals.

What services does Upward Management Group offer? +

Upward Management Group offers retirement planning, investment management with a Biblical approach, estate planning, insurance solutions, and education savings planning.

Who are the advisors at Upward Management Group? +

The advisors are Matt Bonito and Drew Lehman, both Christian Financial Advisors with extensive experience and CFP® and CKA® designations, committed to serving clients with integrity and a Biblical perspective.

How can I contact Upward Management Group? +

You can contact Upward Management Group by calling (614) 683-8045, emailing jchaney@inspireadvisors.com, or filling out the contact form on their website.