A complete list of active advisors currently associated with Yahara Wealth Management LLC
Warmer can help you find a great advisor at Yahara Wealth Management LLC or one who fits your needs even better.
Yahara Wealth Management is a two-advisor, fee-only registered investment adviser that provides personalized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers ongoing portfolio management, financial planning, and employee benefit plan services, and does not accept commissions or act as a custodian of client assets. The firm’s investment approach rests on a belief in market efficiency and long-term, globally diversified asset allocation, typically implemented with low-cost passive mutual funds and ETFs and, where appropriate, customized laddered portfolios of individual fixed income securities. YWM supplements core passive exposures with third‑party research and tools (including resources from Dimensional Fund Advisors), may use model portfolios, and in some client situations recommends alternative or interval funds or engages third‑party fixed‑income managers. Noteworthy aspects include a published educational platform targeted to emergency room physicians (erdocfinance.com) that contributes to its client acquisition and engagement, and a formal retirement-plan practice that coordinates limited-scope 3(21) fiduciary advice with a 3(38) discretionary investment manager for plan menu management. The firm recently exceeded $100 million in regulatory assets under management and is applying for SEC registration, an uncommon development for a two-advisor firm that also considers less liquid or niche investment vehicles when they align with client objectives.
To learn more about the advisors currently working at Yahara Wealth Management LLC, 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 |
|---|---|---|
Madison, WI
| 20
| |
Madison, WI
| 8
|
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