A complete list of active advisors currently associated with Yarger Wealth Strategies, LLC

Warmer can help you find a great advisor at Yarger Wealth Strategies, LLC or one who fits your needs even better.

Yarger Wealth Strategies provides wealth management, financial planning, retirement plan advisory and portfolio management to individuals (including high-net-worth clients), trusts, estates, charitable organizations, businesses and retirement plans. The firm serves clients on both discretionary and non-discretionary bases and implements portfolios using ETFs, diversified mutual funds, individual equities and bonds, and, when appropriate, independent money managers. The investment approach is primarily long-term and grounded in fundamental analysis, with customized asset allocation and portfolio construction based on each client’s goals, time horizon and risk tolerance. The brochure (see Item 8) discloses that the firm may use derivatives as part of client strategies and discusses derivative-specific risks; it also may recommend alternatives and structured products and use cash positions for hedging or tactical purposes. Notable distinctions include a relatively large asset base (about $529.7 million) managed by a four-person advisory team serving a modest number of clients, implying higher average account sizes and more tailored relationships. The firm’s disclosures also highlight less-common practices for a team adviser—namely the use of derivatives and the potential for borrowing or leverage in certain separately managed account arrangements—and an institutional custody relationship that provides platform and operational benefits.

To learn more about the advisors currently working at Yarger Wealth Strategies, 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.