A complete list of active advisors currently associated with Honeygo Financial

Warmer can help you find a great advisor at Honeygo Financial or one who fits your needs even better.

Honeygo Financial provides investment management and comprehensive financial planning to individual clients, including both mass‑affluent and high‑net‑worth households. The firm’s services cover ongoing portfolio management, retirement and distribution strategies, cash‑flow and debt analysis, tax and estate planning, and reviews of employer‑sponsored retirement plans. Investment advice is grounded in Modern Portfolio Theory and implemented primarily through passive strategies using index mutual funds and exchange‑traded funds, with periodic rebalancing, asset allocation work, and behavioral coaching to limit ad hoc client trading. The firm documents investment policy statements, evaluates tax efficiency across account types, and encourages coordination with outside tax and legal professionals when appropriate. Compared with many peers, Honeygo Financial discloses and uses hypothetical performance in its materials, a practice that is statistically uncommon among similar independent advisers. The firm also requires households that initially bring less than $150,000 in investable assets to engage in its financial planning service (starting with a comprehensive plan typically amounting to about 30 billable hours) and requires periodic plan reviews as a condition of continued service; it further directs clients to custody assets at Charles Schwab and discloses receipt of custodial support services.

To learn more about the advisors currently working at Honeygo Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Yeagle	Forest Hill, MD	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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