Tiller Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$719,552,889
Clients
343
Advisors
5
of 11 employees
About
Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary investment management, financial planning, and 401(k) plan advisory services. The firm manages a range of account types, including assets custodied elsewhere and alternative investments, and reported approximately $730 million in discretionary assets under management as of December 31, 2025.
The firm emphasizes a long-term, asset-allocation driven approach that favors diversification, tax sensitivity, and cost awareness, typically using mutual funds and ETFs supplemented occasionally by individual securities. Its process includes use of outside independent managers where appropriate, and it discloses the occasional use of margin/borrowing in client accounts and the introduction of private alternative investments for accredited investors.
What distinguishes Tiller from many peer team firms is its multi-office structure (operating six offices) and its public use of third‑party ratings in firm materials, features that are relatively uncommon for firms of this size and type. The brochure also highlights specific custodial arrangements (Schwab and Inspira), direct fee-debit billing practices, and the firm’s stated fiduciary obligations and proxy-voting policies, which together shape how it implements and documents client advice.
Client services
Expertise
Fee options
Under limited circumstances, may charge flat fee for financial planning services.
$0+: Up to 1.15% annually for Investment Management $0+: Up to 0.50% annually additional for Financial Planning (if provided) $0+: Up to 0.85% annually for 401(k) Plan Fees
Account minimum: $1,000,000 Fee-only: Percentage of assets under management for investment management, financial planning, and 401(k) plans. No commissions accepted.
Main office
1412 Walter Street
Bethlehem PA 18015
Advisors at this office
5
Most active in
Delaware · Florida · Georgia · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas
Also doing business as
Supra Capital Management Inc · Tiller Private Wealth, Inc. · Youngs Advisory Group · Youngs Advisory Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John Y
Series 65
Bethlehem, PA
Tiller Private Wealth, Inc.
John Youngs is a financial advisor at Tiller Private Wealth, Inc. with 20 years of industry experience. He has been with the firm and its predecessor entities since 2001. Youngs holds a Series 65 credential. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) plan advisory services. The firm employs a long-term, asset-allocation driven approach that emphasizes diversification, tax sensitivity, and cost awareness, managing approximately $730 million in discretionary assets under management.
Linda Y
CFP®, Series 63, Series 65
Bethlehem, PA
Tiller Private Wealth, Inc.
Linda Yeager is a CFP® professional with seven years of experience in financial advising. She is currently with Tiller Private Wealth, Inc., where she has worked since 2019 through its predecessor entities. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary investment management, financial planning, and 401(k) plan advisory services. The firm employs a long-term, asset-allocation driven approach that emphasizes diversification, tax sensitivity, and cost awareness.
Matthew S
CFP®, Series 66
Bethlehem, PA
Tiller Private Wealth, Inc.
Matthew Short is a CFP® professional with 12 years of industry experience, currently serving at Tiller Private Wealth, Inc. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and PNC Investments LLC. Outside of his advisory role, he operates a long-term car rental business through the Turo platform. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a long-term, asset-allocation driven approach emphasizing diversification, tax sensitivity, and cost awareness, managing approximately $730 million in discretionary assets across six offices.
James B
CFP®, Series 63
Bethlehem, PA
Tiller Private Wealth, Inc.
James Beenders is a CFP® with 19 years of experience in the financial advisory industry. He has been with Tiller Private Wealth, Inc., formerly Youngs Advisory Group, Inc., since 2007. Outside of his advisory role, he manages rental properties in North Carolina. Tiller Private Wealth serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) plan advisory services with an emphasis on long-term, asset-allocation driven strategies.
Justin C
CFP®, Series 63
Bethlehem, PA
Tiller Private Wealth, Inc.
Justin Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Tiller Private Wealth, Inc. He previously worked at Evolution Financial Group and PNC Investments. Clark also works as a Senior Wealth Manager with National Life Group, providing life and health insurance advice to clients. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm emphasizes a long-term, asset-allocation driven approach focused on diversification, tax sensitivity, and cost awareness, and operates six offices with approximately $730 million in discretionary assets under management.
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