Y H B Investment Advisors

At YHB Investment Advisors, we are committed to providing personalized financial services to our clients, guiding them through their financial decision-making and helping them achieve their financial milestones. With over 34 years of experience in investment management, our team of seasoned professionals is dedicated to providing expert advice and tailored solutions to meet the unique needs of each client.

Our History

Since 1989, YHB has been offering the expertise of a larger firm with the personalized attention of a small team, enhancing our clients' experience. As a fully independent firm and a fiduciary, our focus is on putting our clients' interests first and adhering to the highest ethical and fiduciary standards.

Our Services

We offer a range of services, including personalized investment management, retirement planning, estate planning, trustee services, assistance with charitable giving, and more. 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.

Our Approach

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.

Our Team

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, ensuring that our clients receive comprehensive and well-rounded guidance.

Our Mission

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. We are committed to putting our clients' interests first and adhering to the highest ethical and fiduciary standards.