A complete list of active advisors currently associated with Yeske Buie Inc.

Warmer can help you find a great advisor at Yeske Buie Inc. or one who fits your needs even better.

Yeske Buie serves individuals, high-net-worth clients, trusts and estates, retirement plans, foundations, endowments and corporations with integrated wealth management services that combine fiduciary financial planning and discretionary asset management. The firm manages just over $1 billion in client assets and generally requires a minimum relationship size of $3,000,000, while also offering retirement-plan advisory services including 3(38) fiduciary solutions. Investment strategies are built around written investment policy statements and Modern Portfolio Theory, implemented primarily with mutual funds and ETFs (including access to certain institutional fund families that are generally available only through registered advisors). Portfolios are actively monitored and rebalanced, the firm conducts manager due diligence, and it provides regular client reporting that summarizes activity, performance and holdings; the advisor’s disclosures also note the potential use of short-term margin borrowings in client accounts. Compared with many peers, the firm emphasizes institutional reporting and transparency—including publicly filed ADV disclosures and ongoing performance reporting to clients—and participates in an institutional custodian program that provides operational benefits to the firm. The practice is a multi-advisor team of nine professionals (most with CFP credentials), operates as a fee-only fiduciary, and recently formalized a multi‑CEO leadership structure and founding partner designations in its most recent ADV amendment.

To learn more about the advisors currently working at Yeske Buie Inc., 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.