YellowWood Wealth Solutions opened its doors in 2018 after breaking away from a big Wall Street firm. Having spent years working for one of the largest brands in our industry, we yearned for the independence to return to the purest virtue of our mission; in everything we do, we put the clients’ best interest first. With over 60 years of combined experience, we are held to a fiduciary standard that legally binds us to this mission.
At YellowWood, we prioritize our clients before our team, and our team before the individual. That said, our team members are the foundation of our firm and the experience our clients receive. We are proud of having a culture that empowers everyone to have a voice about how to improve all facets of YellowWood.
Experience and education are critical to providing great advice. We invest in our team members to make sure they are not only qualified but continue to seek out opportunities to grow their knowledge base. Many of our team members have multiple professional designations, most notably their CFP®, which stands for CERTIFIED FINANCIAL PLANNER™ and is the standard of excellence in our industry for financial planning acumen.
While helping our clients live full and meaningful lives is our day job, each of our team members also moonlights as a real person. Connecting with our clients, human to human, is one of our greatest assets. We try to get to know our clients on a deep level because life is a journey and as your financial partner we take your success personally. We celebrate together, we laugh together, and sometimes we even cry together. To us, that’s the only way to do the job.