A complete list of active advisors currently associated with Yongchang Company Inc

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

Yongchang Company Inc provides retirement planning and portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and other business entities. Services emphasize combined tax‑smart retirement planning and discretionary portfolio management, with complementary tax services integrated into the financial analysis. The firm applies fundamental analysis to build diversified portfolios that typically include equities, exchange‑traded funds, mutual funds, and fixed‑income securities, and may employ small‑cap or short‑term trading strategies for clients with suitable risk profiles. Accounts are managed on a discretionary basis with ongoing monitoring and periodic rebalancing; the firm reported approximately $7.6 million in discretionary assets under management as of December 31, 2024. Compared with many peers, the firm’s principal holds accounting and investment credentials and operates a CPA practice while also being licensed to offer insurance and real estate services, allowing tax and insurance considerations to be integrated into investment advice. It is also noteworthy that the firm serves pension and profit‑sharing plan clients—an uncommon client type for independent advisers—and provides complementary tax and insurance services that are coordinated alongside portfolio management.

To learn more about the advisors currently working at Yongchang Company 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.

Name	Location	Years of experience
Sharon Yu	Duluth, GA	8

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