Inspire Advisors - Upward Management Group

May 6th, 2023

We met with Drew to review our finances as we get closer to retirement. We were previously with a firm that was difficult to communicate with and lacked that personal touch. Drew was extremely knowledgable and took his time to give us multiple scenarios and answer all of our questions. In addition to his expertise, we could immediately tell that he genuinely cares about his clients and wants to do what is best for them. He was even able to help us maximize our social security. It was enlightening to increase our understanding about where our money is invested. Working with Drew gives us the opportunity to invest in a way that aligns with our values.
Mar 8th, 2022

My husband and I met with Drew to go over our finances and we were blown away by his knowledge and expertise. He was great to work with and I could tell he puts his clients needs first! He took time to get to know us personally. He was quick to respond to any questions we have and was always very accessible. We highly recommend working with Drew Lehman at Inspire Advisors Upward Management Group for any financial planning you or your family have!
Mar 7th, 2022