Evart Young & Hobbs Investment

A Legacy of Client-Focused Financial Guidance

EYH Advisors stands as a trusted financial partner, guiding individuals, families, trusts, and businesses towards secure and prosperous futures. Founded on the principles of personalized attention, meticulous planning, and a deep understanding of client needs, we have cultivated long-lasting relationships that transcend financial transactions.

Our Journey Begins

Our story began in 1992, fueled by a deep-seated belief that financial planning should be accessible and empowering. As a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC), we uphold the highest ethical standards and act as a fiduciary for our clients. Today, we proudly manage over $186 million in assets for individual and institutional clients.

A Personalized Approach to Financial Management

We believe in understanding your unique needs and aspirations to craft a tailored financial plan that aligns with your goals. Our comprehensive services cover every aspect of your financial life, including:

Individuals & Families

• Comprehensive financial planning and goal setting
• Investment management
• Retirement planning and estate considerations
• Education planning for children and grandchildren

Families & Trusts

• Generation planning and wealth transfer strategies
• Trust establishment and administration
• Family wealth governance and succession planning

Businesses

• Retirement plan consulting and investment management
• Business succession planning
• Employee benefit plan analysis and optimization

Our Guiding Values

Our core values guide everything we do:

• Client-centeredity: We prioritize understanding your needs and delivering solutions that work for you.
• Integrity and transparency: We maintain open communication and adhere to the highest ethical standards.
• Expertise and experience: Our team boasts extensive knowledge and training in financial planning and investment strategies.
• A disciplined approach: We take a strategic and calculated approach to risk management and portfolio construction.
• Building lasting relationships: We strive to establish strong, trust-based relationships with our clients that extend beyond transactions.

Partnering for Your Financial Success

Contact EYH Advisors today and embark on a journey towards financial clarity and stability. We are committed to empowering you to achieve your financial goals and create a secure future for yourself and your loved ones.