Great Falls, VA Office

YHB Investment Advisors provides discretionary portfolio management to individuals (including high-net-worth clients), charitable institutions, corporations, trusts, and retirement and profit-sharing plans. Beyond core asset management, the firm offers pension/401(k) consulting, participant account management for held-away defined contribution accounts, trustee services, and ad hoc financial or administrative consulting.

The firm applies a team-based investment process that emphasizes diversified allocations, independent quantitative and qualitative research for equity selection, and credit-conscious fixed-income management, with portfolio reviews at least quarterly. YHB typically exercises discretionary authority, implements trades through major custodians, and uses periodic rebalancing and manager oversight to align accounts with stated objectives.

YHB does not offer comprehensive financial planning as a standalone service, instead focusing on targeted consulting and administrative support tied to its investment and trustee offerings. Distinctive aspects include operating a firm-sponsored donor-advised fund with firm-funded start-up costs and independent oversight, the ability to serve as trustee (with a separate trustee fee), and use of a third‑party platform to manage held‑away participant accounts—arrangements the firm discloses and subjects to controls to address potential conflicts.