A complete list of active advisors currently associated with YSB Wealth Management
Warmer can help you find a great advisor at YSB Wealth Management or one who fits your needs even better.
YSB Wealth Management, LLC is a fee-only registered investment adviser that offers wealth management and financial planning to individuals, high-net-worth individuals, and corporations, including ongoing portfolio management, written financial plans, and advice on annuity allocation. The firm was founded in February 2026 and, as disclosed in its Form ADV, reported $0 in discretionary and non‑discretionary assets and no clients as of the filing date, indicating it has not yet established client relationships. The firm uses a personalized, asset-allocation driven approach, grouping portfolios into conservative, balanced, or growth strategic allocation categories and employing a mix of passive and active investment vehicles tailored to client goals and risk tolerance. YSB generally manages accounts on a discretionary basis under a limited power of attorney, provides ongoing annuity allocation advice, and delivers written planning analyses covering cash flow, retirement, college, estate, and risk-management topics. Distinctive features include a three‑partner management team with CFP® and ChFC credentials and two principals who retain insurance licenses but do not sell commissionable insurance products; the firm states it is fee-only and does not accept sales-based compensation. Because YSB is newly formed and reported no assets or clients at filing, and because it requires custody at Charles Schwab (not permitting directed brokerage), prospective clients should note the firm’s early‑stage status and custodian preferences when considering a relationship.
To learn more about the advisors currently working at YSB Wealth Management, 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 |
|---|---|---|
Kalida, OH
| 15
| |
Kalida, OH
| 8
| |
Kalida, OH
| 0
|
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