Yearwood Young Advisors

Yearwood Young Advisors serves individual and high‑net‑worth clients and has recently added charitable organizations to its roster; the firm provides discretionary investment management, ongoing comprehensive financial planning, and family office consulting. It manages approximately $87 million for a limited client base and delivers individualized portfolios and written financial plans.

The firm’s investment process centers on strategic asset allocation, generally favoring passive funds while selectively employing actively managed, quantitatively based strategies where appropriate, and tailoring portfolios to clients’ goals, tax considerations, and any client‑imposed restrictions. Ongoing planning engagements are structured for regular monitoring and implementation, and family office assignments involve coordination with other professional advisors on matters such as concentrated holdings, gifting, and alternative assets.

Noteworthy aspects include its offering of family office consulting that can include accepting custody of client assets and subjecting those arrangements to an annual PCAOB‑type audit, as well as a householding practice that can aggregate related clients for fee calculation. The firm also states it does not recommend outside managers, adheres to a Code of Ethics aligned with CFA standards, and receives custodial support and soft‑dollar benefits from its recommended broker‑custodian.