Anika Hedstrom, CFP®, MBA Uplevel Wealth
- Virtual, Portland, OR 97225
- (503) 714-8361
- https://uplevelwealth.com/
About Anika Hedstrom, CFP®, MBA
As co-founder of Uplevel Wealth, I create thoughtful financial plans that help families design and lead intentional lives.
I’m committed to my work. Here’s why.
Once upon a time, I worked alongside exceptionally bright, accomplished professionals on investment trading floors and as an expat in SE Asia.
I was surprised to learn how few of these professionals had a vision for their own financial lives.
This dichotomy stuck with me.
Fast forward several years. I became a CERTIFIED FINANCIAL PLANNER™, served accomplished professionals at a boutique wealth management firm, shared advice on how to make better money moves with NerdWallet, and went on to lead financial planning for clients at a large registered investment advisory firm.
I co-founded Uplevel Wealth to help professionals at the top of their game level-up, build wealth, and create plans for their possibilities.
When I’m not perfecting financial plans, you can find me downhill skiing, whitewater rafting, enjoying a glass of good Oregon pinot, or chasing after my young twins as they head in opposite directions.
Recently Published
What Do I Need to Know About the Debt Ceiling?
May 31, 2023After months in and out of the headlines, the debt ceiling issues have become a sharp focus. As we write this, lawmakers are racing to advance legislation before the new June 5th deadline, when the U.S. may be unable to pay all of its bills. Many are understandably nervous, and it’s still unclear how this […]
The post What Do I Need to Know About the Debt Ceiling? appeared first on Uplevel Wealth.
What Issues Should I Consider When Reviewing My Tax Return?
April 26, 2023You worked hard to get all your info to your CPA as soon as possible to have your taxes filed and completed by April 18th. Barring any extensions or other issues, you’ve likely received your return by now. If you’re like most people, you either celebrate the refund or bemoan the amount owed, and then […]
The post What Issues Should I Consider When Reviewing My Tax Return? appeared first on Uplevel Wealth.
Ongoing Banking Turmoil: Cause for Concern?
March 30, 2023The recent failure of three U.S. banks has dominated news headlines for the past few weeks and has spread to Europe. Credit Suisse, Switzerland’s second largest “global systemically important bank” and latest institution teetering on collapse, was purchased by UBS in a $3.2 billion deal brokered by regulators, making it Europe’s most significant banking merger […]
The post Ongoing Banking Turmoil: Cause for Concern? appeared first on Uplevel Wealth.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Established Professionals
- Female Executives
- Gen X
- Single Women
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $400+/mo
- Quarterly Fee: $1200+/qtr
- Flat Fee: $999+/engagement
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
