Our Vision
At YHB Investment Advisors, we provide research-based investment management services, sound advice, and a personalized experience to individuals, families, institutions, and nonprofit organizations. We intentionally build long-term, trusting relationships with our clients based on mutual respect, integrity, and care so that we can better understand their financial needs. We strive to enhance the lives of our clients and their families and alleviate concerns they have about their financial future.
Our vision is to be an integral part of our clients’ lives and the lives of their families as we help guide them through their financial decision-making and the management of their savings. Consequently, our vision includes helping our clients build and preserve wealth for future generations. We want to help our clients and their families prepare for the generational transfers of wealth that lie ahead.
If you are interested in taking the next step towards securing confidence in your financial future, contact us to schedule an appointment with one of our financial professionals. We look forward to hearing from you!
Our Values
Integrity. Independence. Insight. Those are the values displayed in our logo, and we carry them out in every service we provide for our clients. We use the highest ethical standards when handling clients’ financial plans and portfolios. We view our role as that of a guide to assist our clients in making sound decisions and constructing a solid plan for the future. We offer our clients seasoned advice designed to benefit them, their families, and in many cases, the familial generations that follow. Each member of our team shares the goal of enhancing the lives of our clients and helping set them on a path for a better financial future.
What Makes Us Different
We take a team approach to investing and leverage our portfolio managers’ diverse backgrounds and experience. We use stringent standards of research and analysis to identify and select the individual stocks and bonds in which we invest. This process enables us to create personalized and transparent investment portfolios that reflect our clients' risk tolerance and preferences.
Each of our portfolio managers has a unique background that brings a specialized perspective and capable experience to the table. Our team members maintain a reasonable client load so that we can take the time to become well-acquainted with our clients and deeply understand their goals and needs.
Our team has the experience and knowledge to invest a portfolio for today while simultaneously thinking about tax planning, legal planning, and estate planning implications of decisions. We use an AUM-based (Assets-Under-Management) fee structure which offers our clients access to all of our resources and expertise with one simple annual fee.
Our History
In 1989, Paul Martel formed YHB Investment Advisors with the goal of providing independent, objective, investment management. Paul was developing a wealth management platform for a large insurance company in the Hartford region and determined there was an underserved community of wealthy individuals and their families.
He teamed with YHB Consulting, who provided financial planning services, that guided individuals and businesses in preparation of generational wealth transfer.
YHB Investment Advisors was at the advent of a vital transformation of the wealth management industry and has been a pillar of modern wealth management ever since. Our firm became multidimensional, providing wealthy individuals, corporations, and non-profits with a road map to help ensure the protection of their assets through generational transitions and taking a fundamental approach to investing client assets for future compounding growth.
In 2009, YHB Investment Advisors acquired a small boutique investment advisory firm with clients across the United States.
Celebrating 25 years, YHB Investment Advisors rang the bell at the NYSE in 2015.
YHB Investment Advisors has grown organically, primarily through client referrals, to become one of the largest Investment Advisors in the Hartford region.