Our Team

Teamwork Leads to Better Ideas and Results

We became financial professionals because we repeatedly saw friends and family struggling to find the help they needed to map out their financial future. We can help people better prepare for the future with our understanding of personal finance, coupled with our training as financial professionals. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We are committed to our community.

Services

For individual, corporate, and non-profit clients: YHB offers education around basic investment concepts; recommendations for target allocation and asset types; recommendation, selection, and execution of securities; ongoing portfolio review and management; access to the YHB Charitable Endowment, ongoing availability for questions on investment markets and strategies. We also offer retirement planning, assistance with estate planning, and certain individual portfolio managers are available to offer trustee services.

For 401(k) and profit-sharing plan clients: we offer investment policy guideline preparation, selection of investment vehicles, monitoring investment performance, and employee communications.

Our business is built on a foundation of thoughtful client relationships.