About UPstream Advisory Group

Our Mission

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

What We Do

We help companies start and manage employee benefits and help families and business owners make better decisions about their money. We accomplish all this by being benefit professionals from group health to telemedicine insurance and having a deep financial planning background to help your goals become a reality.

Who We Are

We are educators to our clients, equipping them with the knowledge and tools they need to make the best choices. We are forward thinkers who offer a fresh perspective to help our customers achieve their vision. We are passionate advisors who establish relationships with our clients by displaying honesty and integrity. We are Christians who treat others like we want to be treated and who respect all clients big and small.

Where We Are Located

Our office is right outside of Raleigh in Garner, NC. We serve mainly NC businesses and individuals, however, we do have some clients in other surrounding states.