Yost Wealth Management

You’ve worked hard. Saved some money. You are looking for objective financial advice on how to preserve and grow your hard earned money.

Perhaps you, don’t consider yourself “wealthy”. Or maybe, you are worried if you are “wealthy” enough to afford professional financial advice. Please relax and be comfortable.

At Yost Wealth Management, we don’t require minimum account balances.

There is no cost or obligation to phone, email or visit our office. We work with clients who value professional advice and prefer working with the same advisor every time. Someone who will always have your best interest at heart. And, for your knowledge and understanding, fees are discussed well in advance.

Given the enormous amount of information available to investors today from books, magazines, TV, and the Web, the “Big Picture” can seem overwhelming and confusing. The independent practice of Yost Wealth Management uses the objective and nationally recognized resources of LPL Financial. Together, we work with you to pursue a solution tailored for your needs.

Working with Yost Wealth Management will be different because I pledge to personally work with you and meet face to face several times each year. Together, we will design a portfolio to help you pursue your financial goals both now and in the future. We will focus on your financial goals. Depending on your needs, they may include some or all of the following:

  • Determining your personal investment risk tolerance – to help manage risk according to your needs.
  • 401k rollover assistance – to help preserve what you’ve already earned.
  • Retirement planning – designing an investment strategy to pursue a secure retirement.
  • Tax advantaged investing – to manage taxation so more of your money works for you.
  • College planning – long-term planning to help ensure you are ready when your children are.
  • Life Insurance – financial protection for your loved ones.
  • Long term care – providing care when you health requires such protection.
  • A full range of investment products and strategies – to choose the ones which are appropriate for you needs.


Experience to Educate … Integrity to Care…Focusing on Your Needs

Contact Us

Have a question? Need a little advice on a financial problem that you are facing? We are here to help.