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Hillary Rabchenia Landen

Advisor at YHB Investment Advisors Inc — Great Falls, VA

Updated today

Credentials

Series 63, Series 65

Experience

8 years

Location

Great Falls, VA

YHB Investment Advisors Inc logo

YHB Investment Advisors Inc

Team

Total advisors

18

Across 2 offices

Clients per advisor

61 Typical

Avg AUM per client

$1,775,122 High

HNW client ratio

33% Typical

About

Hillary Landen is a financial advisor at YHB Investment Advisors Inc with eight years of industry experience. She holds Series 63 and Series 65 designations and previously worked at TM Wealth Management and Bull Run Financial Group. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment approach focused on diversified allocations, independent research, and regular portfolio reviews, offering additional services such as pension consulting, trustee roles, and management of held-away participant accounts.

Client services

Based on YHB Investment Advisors Inc

Portfolio management Pension consulting Selection of other advisers Participant account management

Expertise

Based on YHB Investment Advisors Inc

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

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Fee options

Fixed

Ongoing project fees for consulting services, amounts vary by service

Percentage

$0 - $2,000,000: 1.00% for Equity and Balanced Accounts $2,000,001 - $4,000,000: 0.75% for Equity and Balanced Accounts $4,000,001+: 0.50% for Equity and Balanced Accounts $0 - $1,000,000: 0.75% for Fixed Income Only Accounts $1,000,001 - $3,000,000: 0.50% for Fixed Income Only Accounts $3,000,001+: 0.25% for Fixed Income Only Accounts

Project-based

Hourly fees for consulting services, specific rates not stated; fees quoted per service

Other

Account minimum: $1,000,000 Fee-only: Financial, administrative, or consulting service fees quoted on hourly basis or ongoing project fee; amounts vary per service

Location

See office

Great Falls, VA

Great Falls VA

Advisors at this office

1

Most active in

Virginia

Work history

8 years of industry experience

YHB Investment Advisors Inc.

2022 - Present • 4 years

West Hartford, CT

TM Wealth Management

2019 - 2022 • 3 years

Reston, VA

Bull Run Financial Group

2017 - 2019 • 2 years

Fairfax, VA

homemaker

2016 - 2017 • 1 year

Norfolk, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin M

CFP®, Series 65

Washington, DC

Illumint

Hi, I'm Kevin. I'm a financial advisor in Washington, D.C., and the founder & CEO of Illumint. In 2017, I launched Illumint to offer financial planning for Millennials. I specialize in helping our generation answer the question, "Are we going to be ok financially?" For you, this may mean investing more of your savings. Or smartly managing an inheritance. Perhaps you want to put your kids on the right track financially. My work as a Certified Financial Planner™ draws on my past finance experience. I previously held financial roles in the NFL and in the commercial real estate industry. The birth of my first child, though, inspired me to become a financial advisor for Millennials in Washington, DC. Around this time, I noticed that couples like us lacked good options for financial advice. The limited advice that we did receive wasn't specific to our stage in life. And the industry's compensation structure often wasn't in our best interest. I wanted to see more fee-only financial advisors. I wanted to see financial advisors with expertise in student loans and renting vs. buying. I wanted financial planning to start making inherited IRAs, Health Savings Accounts, and 529 plans work for our generation. I work hard to put myself in a position to answer any questions that Millennials have on topics like these. To this end, I serve as a resource for many journalists. Over the years, I've provided insight to the New York Times, Wall Street Journal, Washington Post, CNN, NPR, and NBC News. And I've written for Forbes, Yahoo! Finance, Kiplinger, and Fatherly. I've also worked with employers and brands on a variety of Millennial-driven personal finance events and projects. I've partnered with John Hopkins University, Nestle, and General Assembly, among others. I'm proud to hold an undergraduate business degree from Georgetown University (Hoya Saxa!). I later added an MBA in finance from Georgia Tech (THWg!). Last, but certainly not least, I'm the father of two young boys, who couldn't care less about any of this stuff. They only care that I play with them after school.

Inheritance planning Multi-generational wealth transfer Inherited wealth Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Ben A

Series 66

North Bethesda, MD

Independent Financial Group, LLC

Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has two years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life and health insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Simeon E

Series 66, Series 7, TPCP®

North Bethesda, MD

LPL Enterprise

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

Retirement income strategy Tax-loss harvesting General retirement planning General tax planning Wealth management Self-Employed Founder/Business Owner Approaching retirement Retired
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Jessica H

CFP®

Silver Spring, MD

Tender Wealth

Jessica Horner is a CFP® professional at Tender Wealth with experience that includes roles at Chevy Chase Trust and JMH Financial LLC. She also runs an after-school program combining ultimate-frisbee instruction with basic financial literacy lessons. Tender Wealth provides financial planning and consulting services to individuals and high-net-worth clients, offering educational seminars and workshops on financial literacy, budgeting, and retirement planning. The firm focuses on comprehensive planning and supports clients in implementing recommendations through custodians or brokers of their choice.

General tax planning
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Girish G

Series 65

Chantilly, VA

Magnus Financials LLC

Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Business exit / sale strategy Founder/Business Owner Self-Employed
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Kevin L

CFP®, Series 65

Reston, VA

Oakton Financial, LLC

Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.

General retirement planning Retirement income strategy Tax strategies for small businesses Cash flow / budgeting Founder/Business Owner Retired Approaching retirement
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