A complete list of active advisors currently associated with Your Wealth Financial Solutions, LLC
Warmer can help you find a great advisor at Your Wealth Financial Solutions, LLC or one who fits your needs even better.
Your Wealth Financial Solutions provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and charitable organizations, and acts as a fiduciary when advising retirement accounts. Alongside ongoing asset management and quarterly reporting, the firm offers hourly consulting and coordinates estate‑planning document preparation through a third‑party scrivener service. The firm documents client goals and risk tolerance in a written Investment Policy Statement and applies fundamental analysis, modern portfolio theory, and quantitative methods to long‑term trading and asset allocation. YWFSL typically recommends mutual funds, ETFs, fixed income, REITs, TIPS and non‑U.S. securities, seeks discretionary trading authority, and tailors model allocations to client restrictions. Noteworthy aspects include a formal estate‑planning coordination service (including will, trust, power of attorney and deed preparation/filing via a third party rather than in‑house legal advice) and a requirement that client accounts be custodied at Schwab Institutional, from which the firm receives institutional support and soft‑dollar research benefits. The adviser also uses standing letters of authorization for certain client transfers and maintains an advertising relationship with the Ramsey Solutions SmartVestor program, practices that are less common among solo independent advisers.
To learn more about the advisors currently working at Your Wealth Financial Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Medina, OH
| 6
|
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