Atlanta, GA Riverwood Parkway Office

Team
Updated today

Young Investment Advisors, Inc

Team

Firm-wide stats for Young Investment Advisors, Inc

Total advisors

6

Across 2 offices

Clients per advisor

1 Very Low

Avg AUM per client

$2,106 Very Low

HNW client ratio

0% Very Low

About

Young Investment Advisors provides investment consulting and portfolio management to individual clients, including guidance on retirement and estate planning. The firm currently serves a very small client base (three clients) and reports roughly $6,319 in assets under management, and it also facilitates purchases of annuities and other insurance products through an affiliated insurance business.

The firm's advisory services are non‑discretionary and generally follow a balanced asset‑allocation approach, recommending mutual funds and ETFs and using third‑party research such as Morningstar to inform allocations. Rather than charging percentage‑of‑AUM fees, Young primarily uses fixed fees, hourly billing, and annual retainers, and clients retain custody of their assets and proxy voting rights.

Noteworthy distinctions include a close affiliation between the advisory practice and an insurance agency run by the firm’s principal, who devotes the majority of his time to offering insurance products for which commissions may be earned—a potential conflict the firm discloses. The combination of very small scale for a team‑category adviser, the absence of custody and performance‑based fees, and an explicit proxy non‑voting policy differentiates the firm from many peers.

Based on Young Investment Advisors, Inc

Expertise

General retirement planning Wealth management

Based on Young Investment Advisors, Inc

Location

3350 Riverwood Parkway, Suite 1125

Atlanta GA 30339

Advisors at this office

5

Advisors at this office

user avatar

Ty Y

Series 63, Series 65

Atlanta, GA

Young Investment Advisors, Inc

Ty Young is the principal of Young Investment Advisors, Inc. in Atlanta, GA, with 22 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has operated Young Investment Advisors since 1998, as well as Ty J. Young, Inc. since 2009. Outside of advisory services, he owns and operates a racing team and manages consulting and oversight activities for his businesses. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and exchange-traded funds, offers advice on a non-discretionary basis, and utilizes third-party research to guide asset allocation.

General retirement planning Wealth management
user avatar

Parker P

Series 65

Atlanta, GA

Young Investment Advisors, Inc

Parker Philpot is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning services to individual clients, focusing on retirement and estate planning. The firm follows a balanced strategy primarily recommending mutual funds and ETFs, offering non-discretionary advice through one-time or ongoing engagements.

General retirement planning Wealth management
user avatar

Brian H

Series 65

Atlanta, GA

Young Investment Advisors, Inc

Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.

General retirement planning Wealth management
user avatar

Jonathan B

Series 63, Series 65

Atlanta, GA

Young Investment Advisors, Inc

Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of experience. He has been with Voya Financial Advisors since 2016. In addition to his advisory role, he is also an independent insurance agent, selling fixed insurance products. Young Investment Advisors provides investment consulting and portfolio management services primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced asset-allocation approach with non-discretionary advisory services and utilizes fixed fees, hourly billing, and annual retainers rather than percentage-of-assets fees.

General retirement planning Wealth management
user avatar

Michael Y

Series 65

Atlanta, GA

Young Investment Advisors, Inc

Michael Young is a Series 65-licensed financial advisor based in Atlanta, GA, currently serving as the sole advisor at Young Investment Advisors, Inc. He has one year of experience in wealth management following seven years at Dell Computers and four years at the University of Tennessee. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm employs a balanced investment strategy, primarily recommending mutual funds and occasionally exchange-traded funds, with advice based on client-provided financial information and supported by third-party research.

General retirement planning Wealth management
View complete list of advisors at this office
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