A complete list of active advisors currently associated with Youhe Advisors LLC

Warmer can help you find a great advisor at Youhe Advisors LLC or one who fits your needs even better.

Youhe Advisors provides investment management and comprehensive financial planning to a mix of clients, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. Its advisory services cover portfolio management, cash flow and tax planning, retirement and estate planning, insurance review, and implementation support tied to written investment policy statements. The firm’s investment process emphasizes strategic asset allocation and diversified holdings, typically using no-load mutual funds and ETFs with a buy-and-hold posture and periodic rebalancing; it may accept limited discretionary authority for rebalancing. Portfolio construction relies on research and software to design asset-class mixes based on correlation and risk objectives, and each client’s allocation is individually documented rather than relying on model portfolios. Distinctive features include a principal with both investment and accounting credentials and a practice that serves high-net-worth families as well as corporate or business entities, which is less common for managers in this category. The firm also offers multiple billing arrangements beyond percentage-of-assets—such as hourly or fixed-fee planning and, on occasion, performance-based compensation—and typically coordinates with external accountants and insurance professionals engaged directly by clients.

To learn more about the advisors currently working at Youhe Advisors 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.