Entandem Wealth Advisors

At Entandem Wealth Advisors, we’re dedicated to working in sync with our clients to help achieve their financial aspirations. Our founders, Jeff Upchurch and Ann Senger, blend a disciplined, analytical approach with relatable storytelling, making complex financial strategies clear and actionable. With a balance of knowledge and commitment, we’re here to help guide you confidently forward, striving to ensure that every aspect of your plan stays on course toward lasting success. Through a comprehensive wealth management approach, we develop tailored strategies focused on four core areas: preparing and preserving wealth, disciplined wealth accumulation, generating retirement income, and estate planning strategies. Our core values form the foundation of each client relationship, shaping every interaction and decision. These values guide us in serving your needs and building a lasting relationship with your family. Visit www.entandemwealth.com to learn more. -- Securities and investment advisory services offered through &Partners, LLC, registered broker-dealer and investment adviser, member FINRA and SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact Entandem Wealth Advisors directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.?

As a business owner, the future of your company is just as important as its present success. Are you preparing to pass the torch or looking for the right exit? Succession planning and exit planning have distinct goals but both require careful strategy. Take the time to understand the difference and help you prepare for whatever comes next.

Ann Senger is a dedicated financial advisor at Entandem Wealth, where her focus is on helping clients plan for financial futures that best align with their personal goals. Whether assisting with retirement planning, saving for education, or wealth preservation, Ann is committed to building strong, personal connections with each client. Her professional mission is to continually broaden her knowledge and perspective, helping ensure that her clients benefit from well-informed, tailored financial advice. Ann’s commitment to excellence is reflected in her CFP? certification, which required completion of approved educational programs, rigorous examinations, and meeting stringent experience requirements. She also earned her Bachelor of Science in Finance from George Mason University. Ann enjoys spending her free time with her husband, Nathan, and their two sons, Jack and Will. Both sons are active in their school’s marching band, and Ann and her husband, former band members themselves, enjoy attending competitions and events together as a family. They also love traveling, trying new restaurants, and playing card games. Ann is an active volunteer with the high school band and enjoys good food, wine, and books. As a long-time volunteer in several community organizations, she finds inspiration in giving back to her community and hopes to inspire others to give back out of genuine passion. Visit www.entandemwealth.com to learn more. -- Securities and investment advisory services offered through &Partners, LLC, registered broker-dealer and investment adviser, member FINRA and SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact Entandem Wealth Advisors directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Jeffrey Upchurch is the Managing Director at Entandem Wealth, where he is dedicated to providing clients with a comprehensive wealth management approach. Jeffrey’s career began with distinguished service in the U.S. Navy as a Submarine Officer, where he developed a disciplined approach to leadership and financial strategy. He graduated with distinction from the United States Naval Academy, earning a Bachelor of Science in Marine Engineering. An Eagle Scout, Jeffrey’s dedication to excellence has been a guiding principle throughout his career. His mission at Entandem is to assist clients in four primary areas: preparing and preserving wealth, pursuing growth, implementing tax-effective income strategies for retirement, and establishing tax-advantaged estate plans for legacy preservation. Known for his bright and knowledgeable approach, Jeffrey values long-term client relationships and is committed to helping clients make sound financial decisions while striving to avoid common pitfalls. Born and raised in St. Louis, Missouri, Jeffrey enjoys spending time with his family at the beach and fishing. His personal hobbies include motorcycling, golfing, and working on cars. Over the next five years, he looks forward to building a new office with his colleagues, Ann and Kimey, and in the next decade, transitioning to a reduced role as he supports Ann in taking the reins at the practice. Visit www.entandemwealth.com to learn more. -- Securities and investment advisory services offered through &Partners, LLC, registered broker-dealer and investment adviser, member FINRA and SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact Entandem Wealth Advisors directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

At Entandem Wealth Advisors, we believe that true financial success comes from finding the perfect balance between growth and stability. With over two decades of experience, we blend innovative strategies and time-honored principles, creating a financial approach that’s both dynamic and steady. Through open communication and collaboration, every decision we make is aligned with your vision—creating a harmonious path toward your financial well-being. From your first conversation to every milestone along the way, we work in sync with you. We’re committed to guiding you through your unique financial journey. Backed by decades of experience, we blend long-term strategies with a personalized, collaborative approach. We believe in open communication and building trust with you so you can build a secure, confident future. We work with individuals and families committed to growing and preserving wealth for future generations. Many come to us seeking a trusted, personalized approach from experienced advisors who understand the nuances of their financial situation. Visit www.entandemwealth.com to learn more. -- Securities and investment advisory services offered through &Partners, LLC, registered broker-dealer and investment adviser, member FINRA and SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact Entandem Wealth Advisors directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

“… your heart knows something your brain does not, you weep…” This Veterans Day, we invite you to reflect on the profound words of 60 Minutes commentator and WWII war correspondent, Andy Rooney, as he shares his powerful memories of D-Day. Today, we want to honor the brave men and women who have selflessly served our nation. Your courage, dedication, and sacrifices inspire us all. Thank you for protecting our freedom and shaping the world we live in.