Uptick Partners, a leading Registered Investment Advisor (RIA) platform is excited to announce the addition of seasoned advisor John Sidery, CFP®, CPWA® to its growing network.
Prior to joining Uptick Partners, John managed more than $70 million in client assets at Legacy Capital in Little Rock, Arkansas. His decision to partner with Uptick comes as part of his desire to provide clients with better technology, personalized service, and the ability to align his practice with his core values, including independence and client-centric advice.
John will now lead Olympus Wealth Strategies, a new advisory firm under the Uptick Partners platform. With Uptick’s support, John gains access to enhanced resources, advisor-friendly technology, and an entrepreneurial environment designed to drive growth and long-term success.
“We are thrilled to have John join the Uptick family. His expertise and commitment to helping clients achieve their financial goals make him a perfect fit for our team,” said Jason Barber of Uptick Partners. “At Uptick, we are passionate about offering advisors true freedom and flexibility, and John’s transition to Olympus Wealth Strategies is a great example of how our platform supports advisors in building thriving, independent businesses.”
Uptick Partners provides financial advisors with the tools and support they need to succeed in the independent RIA space. The Uptick Guarantee ensures that advisors experience a smooth transition by offering 100% payout until their income returns to previous firm levels. With competitive economics and unparalleled transition support, Uptick Partners helps advisors make the break from a captive employer model to a more flexible, rewarding future.
About Uptick Partners
Uptick Partners, based in Nacogdoches, Texas, offers financial advisors the freedom to build their own independent advisory practice. Through its unique platform, Uptick Partners provides unparalleled transition support, competitive economics, and resources that empower advisors to serve their clients with the highest level of care and expertise. For more information about Uptick Partners, visit www.uptickpartners.com.
About John Sidery, CFP®, CPWA®
John Sidery is the founder of Olympus Wealth Strategies, an independent firm offering personalized wealth management services. A CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®, John has dedicated his career to helping clients build and preserve wealth with tailored strategies that align with their individual goals and values. For more information, please visit www.investolympus.com.
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Contacts
Uptick Partners
Jason Barber
Partner
855-335-2742
jason@uptickpartners.com
