The name One-Up came to Eric Presogna while sitting in his car and contemplating what to call his new business.

"What is the value that I can add to a client above and beyond what everyone else around can," said Presogna, owner.

That was in 2020. Since then, the certified public accountant transitioned into banking and the world of investment management, financial planning and tax services.

He uses platforms to educate his clients about top financial trends and other often asked questions. The registered investment advisory firm owner has local clients and others across the U.S., but meeting face-to-face is often the conversation of choice when looking at the very personal display of someone's finances.

Presogna said the most sought-after service is retirement planning followed by taxes.

"One of the things that myself as a financial advisor can offer that a lot of advisors can't, because I'm a CPA, is offer that tax advice in tax planning because taxes are one of the biggest expenses that people incur in retirement," said Presogna. "It's my responsibility to try and ensure our clients can pay as little as they can."

He also walks clients through the payment for financial services offered.

"When I sit down with someone, I want to make sure that they understand exactly how we're charging our fees and make sure that we're adding value above and beyond that," said Presogna.

While Presogna and his marketing director connect with their clients, he said his firm is also connected to longtime investment company Charles Schwab, offering support on a larger scale.