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Who We Serve

Developing Relationships With Our Clients

Although YHB is based in New England and serves a critical mass of clients in the region, we are proud to serve any client who could benefit from our services regardless of their location. We strive to develop a professional relationship with you over time that allows us to better understand your financial needs and goals. Our team does not simply want an opportunity to work with you – we want to be your partner in every circumstance for many years to come.

Our professionals have the knowledge, experience, and resources to cater to a wide variety of clients in their financial planning. Most of the people we serve are people who are either preparing to retire or are already retired, but we are also more than happy to assist companies and organizations that have assets that require careful management or that want to help their employees build financial stability. We are proud to serve a large variety of clients, including but not limited to:

  • Individuals & Families

  • Charitable Institutions

  • Corporations & Small Businesses

  • Foundations

  • Municipalities

  • Trusts & Estates

At our initial meeting, we will discuss how we can help your reach your financial goals.  Please feel free to contact us or fill out the form below to set up a discovery appointment.

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