YIELD FINANCIAL ADVISORS

Overview

Yield Financial Advisors operates as an independent registered investment adviser owned by an individual and serves both individual & family clients and institutional clients. The firm acts as a capital allocator, blending portfolio management and financial planning with additional business roles as an insurance broker and accountant. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and client education through publications and workshops. Investment emphasis is equity-heavy: the firm shows a clear preference for exchange-traded equities and implements equity-centric strategies across client accounts. Yield Financial Advisors also uses mutual funds as part of portfolio construction and engages third-party managers for real estate allocations. Fee arrangements are flexible — percentage of AUM, hourly charges and fixed fees are all on the menu — which supports tailored engagements across high-net-worth individuals and smaller institutional mandates. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices