A complete list of active advisors currently associated with Youya Wealth

Warmer can help you find a great advisor at Youya Wealth or one who fits your needs even better.

Youya Wealth provides investment management and project‑based financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm operates on a fee‑only basis and offers discretionary portfolio management for individual accounts while referring clients to third‑party professionals and outside investment managers as needed. Youya’s investment approach combines Modern Portfolio Theory with a mix of passive and active strategies and can implement direct indexing and separately managed accounts, including long/short techniques, with asset allocation tailored to client goals, risk tolerance, and tax considerations. Financial planning engagements are delivered as one‑time, project‑based written plans, and the firm accepts both fixed‑price and hourly arrangements for those services. A distinctive feature is the firm’s affiliation with an in‑house law practice that provides estate and trust services; the brochure discloses the referral relationship and notes clients are not obligated to use the law practice. The firm also formally documents selection of other advisers and outside managers as part of its service model and does not act as an adviser to private funds, positioning its practice around individualized portfolios and third‑party manager relationships.

To learn more about the advisors currently working at Youya Wealth, 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.