29 South Main Street,
Honoring Your Family’s Values for Improved Human Experience – A Chat with Humanitarian and Wealth Management Investment Leader, Paul Martel
In this candid conversation, learn about the lessons and experiences Paul has gained that help enrich his life far beyond balance sheets and boardrooms.
By Erik Mason, Founder & Principal, RYSE Marketing & Communications
What We Do:
YHB offers personalized investment management, retirement planning, estate planning, trustee services, assistance with charitable giving, and more.
Who We Are:
Since 1989, YHB Investment Advisors has been offering the expertise of a larger firm with the personalized attention of a small team to enhance our clients’ experience.
Why Choose YHB?
As a fully independent firm and a fiduciary, our seasoned portfolio managers are dedicated solely to our clients’ needs.
Our team members, including a number of designated CFAs and a CFP, provide sound investment advice along with personalized service. Our investment culture encourages collaboration across a broad spectrum of disciplines.
Our experienced financial professionals can help you feel confident that each of your financial concerns can be addressed with tailored solutions and effective planning.
We design a customized investment plan for our clients and invest primarily in individual stocks and bonds with the goal of efficiently balancing investment risk and potential returns.
"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Our Firm at a Glance
1 Collaborative Team Serving Our Clients
34 Years of History in Investment Management
1.7 Billion Dollars in Assets Under Management
6th Largest RIA in the Hartford Region by AUM
40+ States Represented by Clients
15 Employee Owners
31 Experienced Employees
4 CFA Charterholders
1 Certified Financial Planner
Who We Serve
Although we are proud to serve any client who believes they can benefit from our financial services, we specialize in helping individuals and families, charitable institutions, corporations and small businesses, foundations, municipalities, and trusts and estates achieve their financial milestones.
Our mission is to be an integral part of our clients’ lives as we help guide them through their financial decision-making and the management of their savings. As an SEC-registered registered investment advisor (RIA), we are a fiduciary. This means that we are focused on putting our clients’ interests first and adhering to the highest ethical and fiduciary standards.
What Makes Us Different
We utilize a collaborative firm structure to offer a unique approach to investing through individual stocks and bonds. This enables us to create efficient, transparent, and highly personalized investment portfolios that reflect not only our clients’ risk tolerance, but also their preferences when it comes to investing. We are completely focused on our clients’ financial health throughout our tailored investment management process.
"It's not about how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki
Tell Us How We Can Help You Today