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 is an SEC-registered adviser that provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, businesses, and retirement plans. The firm reports approximately $529.7 million in discretionary assets under management for about 216 clients and offers portfolio management, standalone planning engagements, and ERISA fiduciary investment oversight for retirement plans. The firm constructs customized portfolios primarily using ETFs, diversified mutual funds, individual equities and bonds, and may incorporate alternative investments, structured products, and REITs as appropriate; its stated approach emphasizes fundamental analysis and a primarily long-term horizon while allowing shorter-term trades for rebalancing or tactical needs. Yarger Wealth may implement strategies directly or through unaffiliated independent managers, performs ongoing due diligence, and permits clients to impose reasonable portfolio restrictions. What distinguishes the firm from many peers is its disclosure of more active implementation tools: the ADV includes a discussion of derivatives and related risks and the firm’s disclosures indicate it may employ derivatives and use borrowing within separately managed accounts—practices that introduce additional risk and oversight considerations. The brochure also notes that some advisory personnel hold insurance licenses and the firm maintains an institutional relationship with a major custodian platform, arrangements the firm discloses as potential implementation considerations and conflicts of interest.

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.