Christian financial advisors offering retirement planning, investment management, estate planning, insurance, and education savings through a Biblical lens.
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.
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 [email protected], or filling out the contact form on their website.
Contact Inspire Advisors - Upward Management Group
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