Upleft, LLC

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Upleft, LLC An independent financial firm using intelligent strategies to uplift individuals, families, and communities

It is objectively difficult to defend my May decision in financial terms.  Doubling down on a financial choice that offe...
10/08/2026

It is objectively difficult to defend my May decision in financial terms. Doubling down on a financial choice that offers zero monetary return may not “add up,” but lives aren't lived on a spreadsheet.

It is objectively difficult to defend the decision I made in May in financial terms. Doubling down on a financial decision that offers zero monetary return may not “add up,” but lives aren't lived on a spreadsheet.

WELCOME HOME, TIM!We are thrilled to announce a major addition to the Upleft team! Please join us in welcoming Tim Marti...
10/06/2026

WELCOME HOME, TIM!

We are thrilled to announce a major addition to the Upleft team! Please join us in welcoming Tim Martin, JD, CFP®, as our newest Financial Planner.

Many of you on the Olympic Peninsula already know Tim from his 6 years advising families right here in Port Angeles, or from his time founding and running a boutique wealth management firm in Portland. Most recently, Tim completed an active duty tour serving as a Marine Corps Judge Advocate (JAG) in New Orleans, bringing his total military service to over 20 years.

Now, Tim is back home in the PNW and bringing his deep fiduciary commitment, meticulous planning, and unique expertise to Upleft.

Whether you’re an experienced investor seeking dedicated guidance or an old friend wanting to say welcome back, Tim would love to hear from you!

Stop by our downtown Port Angeles office or click the link below to learn more about Tim.

What makes Tim a man you should know.

In the age of the envy-industrial complex, we are constantly nudged to spend money to signal our status.  What if you co...
09/23/2026

In the age of the envy-industrial complex, we are constantly nudged to spend money to signal our status. What if you could save thousands while sending the strongest possible signal?

In the age of the envy-industrial complex, we are constantly nudged to spend money to signal our status. What if you could save thousands while sending the strongest possible signal.

It probably goes without saying that we, at Upleft,  believe strongly that advanced math skills can serve a person well ...
08/28/2026

It probably goes without saying that we, at Upleft, believe strongly that advanced math skills can serve a person well beyond their studies. We also believe that family finances should not stand in the way of a young person's ability to keep up with their peers in math class.

We are proud to support this effort to create a more level playing field for all PAHS math students.

I am raising funds for the Port Angeles High School math department to help e… Jon Hamilton needs your support for Graphing Calculators for PAHS Math Students

Megapowers have aligned to keep you jealous, angry, and broke. Ever feel like social media is designed to make you spend...
07/23/2026

Megapowers have aligned to keep you jealous, angry, and broke.

Ever feel like social media is designed to make you spend money you shouldn't spend on things you don't need? You aren't imagining it.

In our newest Logbook post, Matt dives into "The Envy-Industrial Complex," a term recently recognized by Google that describes the 24/7 comparison trap driving today's spending habits.

Check out the full 10-year origin story and learn more at:

🔗 https://www.upleftfinancial.com/logbook/the-envy-industrial-complex

When your idea gets its own search result... 💡A while back, when offering some comments to a financial journalist, Matt ...
07/20/2026

When your idea gets its own search result... 💡

A while back, when offering some comments to a financial journalist, Matt accidentally coined the phrase "The Envy-Industrial Complex" to describe the non-stop highlight reel on social media designed to make us spend money that we probably shouldn't spend on stuff we don't need.

Google just made it official.

The lesson? Comparison is expensive. True financial freedom happens when you stop playing a game rigged to keep you scrolling and start building your future on your own terms.

Remember that your wealth is a function of what you HAVEN'T spent!

"Part of that gap comes from something Matt Miller, certified financial planner and founder of financial planning firm U...
07/17/2026

"Part of that gap comes from something Matt Miller, certified financial planner and founder of financial planning firm Upleft, called the "envy-industrial complex" — the nonstop scroll of other people's wins, upgrades and highlight reels.

“It is hard to build wealth while drowning in the 24-hour swirl of online content,” Miller said. “The people selling the dream of putting a new Lamborghini in your garage by being another content creator are working against the long-term success of their audience.”

Housing costs, tuition and social media are stacking the deck against Gen Z. Here's why reaching the upper class is harder — and still possible.

"I can’t tell anyone what their second act should look like, only that they should plan for it."
05/29/2026

"I can’t tell anyone what their second act should look like, only that they should plan for it."

There is a trap I see many people fall into when we begin the financial planning process. We talk about "Time Horizons" as if they are finish lines. The problem is that the office door isn't a finish line; it’s often just a rest station at the halfway point of the marathon.

“A little bit of extra income in one year could end up costing someone thousands in higher healthcare costs over the nex...
05/21/2026

“A little bit of extra income in one year could end up costing someone thousands in higher healthcare costs over the next couple of years,” says Matt Miller, a financial planner with the Port Angeles, Washington-based advisory Upleft.

While going back to work can provide a welcome financial boost, it may also reshape your tax bill, Social Security benefits and long-term retirement strategy in ways that aren’t obvious.

Address

228 West First Street, Suite P
Port Angeles, WA
98362

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13608509713

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