Financial advisor in Orinda, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Orinda and the surrounding Contra Costa County. We coordinate financial planning, investment management, tax planning, and estate planning under one roof, so nothing falls through the cracks between your advisor, your accountant, and your attorney.

Orinda is one of the East Bay’s most affluent towns, home to executives, professionals, and established families. The households we serve here want conflict-free, coordinated planning across every discipline.

Who we work with in Orinda

For those who have earned what comes next.

Orinda families wanting fee-only, coordinated wealth management.

Typically pre-retirees and retirees with $1M or more in investable assets and the kind of complexity that goes beyond a simple portfolio.

What we do

Four disciplines, one team, one plan.

Financial Planning

A working model of where your money is today and where it can take you.

Investment Management

Actively managed portfolios designed around your plan and structured for tax efficiency.

Tax Planning

Built into your strategy year-round — the decisions that compound over a lifetime.

Estate Planning

Documents prepared and reviewed by qualified attorneys, coordinated with your plan.

Explore our services

How we work with Orinda clients

We serve Orinda families across East Bayby video and phone, with in-person visits when they make sense. Our CEO, Nyle Bayer, grew up in the Bay Area, so we know the region — and the equity-heavy, tax-complex wealth that comes with it — well.