Anika Hedstrom

MBA, CFP®

Uplevel Wealth

Co-Founder and Advisor

Contact Me

Anika Hedstrom

MBA, CFP®

Uplevel Wealth

Co-Founder and Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anika Hedstrom, MBA, CFP®

Contact Me

503-714-8361

Website

Fee-Only financial planner located in Portland, OR, serving clients locally and across the country

Anika Hedstrom 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, Anika Hedstrom is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Anika Hedstrom, CFP® is Co-Founder and Fee-Only Financial Advisor at Uplevel Wealth in Portland, OR.

After completing my MBA and joining a Fortune 100 company, I worked on investment trading floors in the US and as an expat in SE Asia.

Working alongside some of the world’s brightest and most accomplished professionals, I was surprised to see how few had a vision for their own financial lives.

My parents taught me early the role of money as a vehicle for designing a purpose-driven life, and I knew I needed to leave Wall Street for Main Street to help others do the same.

I became a CERTIFIED FINANCIAL PLANNER™, 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 families design and lead intentional lives—eliminating as many unexpected financial surprises as possible along the way.

Anika Hedstrom is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Anika Hedstrom is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Anika Hedstrom is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Anika Hedstrom is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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 Anika Hedstrom

503-714-8361

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Office Locations:

  • By Appointment Only
    Portland, OR 97225

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