Your Goals. Our Help.

UPstream is located near Raleigh, North Carolina. We help
companies start and manage employee benefits and help families
and business owners make better decisions about their money.

Employee Benefits

We help companies start and manage all aspects of employee benefits, from group health to telemedecine.


Financial Planning

We listen to your hopes and dreams and help you implement the plan that will make them a reality.


Risk Management

We help you understand where your financial risks are and provide options to better mange them.


Investment Management

We educate you on your options and advise smart decisions so that your money works as hard as you do.


Our Mission

To be good stewards of all that is entrusted to us.

The bottom line in leadership isn't how far we advance ourselves but how far we advance others.

John Maxwell

The means we use must be as pure as the ends we seek.

Martin Luther King Jr.


Where retirement goals and
employee satisfaction meet.

Employee Benefits

We start and manage all your
company benefits.

Investment Help

We work hard to manage our clients’
financial resources.

Financial Planning

We start by listening first,
then planning.

Life Insurance

Future Protection

Protection: the action of protecting someone or something. You are either working hard or worked hard and now you should take the time to protect your family, livelihood, or perhaps a business. It's time to review your plan or put one in place.


Trusted Help

Above & Beyond

We take our business seriously and go beyond the "minimum requirements." We have Certified Financial Planners™ on staff who have proven to have an exceptional level of knowledge and experience that only CFP® practitioners receive.


Small Business

Obamacare Challenges

Over the last 2 years we have seen more than a 50% increase in individual premiums forcing small companies to search for an alternative for their small staff. Group health insurance can be less expensive, has more options, and we assist every step of the way.

  • 938 Vandora Springs Road, Garner, NC(919) 659-8743