Amanda Harvey
CFP®
Uplevel Wealth
Co-Founder & Advisor
Amanda Harvey
CFP®
Uplevel Wealth
Co-Founder & Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Amanda Harvey, CFP®
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Amanda Harvey is a Portland, OR fee-only financial planner. Uplevel Wealth provides comprehensive and objective financial planning, investment management, charitable planning, and wealth management to help professionals and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Amanda Harvey is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Amanda Harvey, CFP® is Co-Founder and Fee-Only Financial Advisor at Uplevel Wealth in Portland, OR.
After graduating with a degree in finance from Cal Poly, I joined Charles Schwab, one of the biggest financial firms in the country. Working with clients as the dot-com bubble burst, I saw how important close relationships were when markets became turbulent.
The same holds true for major life changes. When life presents a curveball, whether it’s an exciting new job or the passing of a loved one, being intimately familiar with my clients’ lives allows me to provide perspective and guidance when it’s needed most.
As a CERTIFIED FINANCIAL PLANNER™, I understand that financial success involves so much more than picking the right investments — it’s about partnering with clients on all aspects of their financial lives. I also believe that too few women are involved in this process, both as advisors — only 23% of CFPs are women — and as active participants in household financial decisions.
I co-founded Uplevel Wealth to close this gap and create a home for clients who want to receive personalized, trusted financial guidance, just like family.
We help professionals level up.
By creating thoughtful, clear, and intentional financial plans, we help our clients live the lives they envision.
Together, we help you manage your money, build your wealth, and plan for your future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Amanda Harvey is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Amanda Harvey
Office Locations:
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By Appointment Only
Portland, OR 97225
