Young Financial & Insurance Services

Overview

Young Financial & Insurance Services is a small, independent registered investment adviser run as a sole proprietorship that serves individual and family clients. The firm combines traditional financial planning and portfolio management for individuals and small businesses with brokerage activity in real estate and insurance. Its advisory mandate includes financial planning, pension consulting, and the selection of outside advisers, and the organization self-identifies as a capital allocator — placing client capital with third-party managers when appropriate. Investment activity skews toward advisory, non-discretionary relationships and product-based solutions rather than large discretionary model portfolios. The firm uses fee structures that include a percentage of assets under management as well as hourly and fixed fees, and it is not positioned as an ESG investor. Manager allocation interest is concentrated in real assets and energy-related strategies, with the firm channeling client capital into third-party alternatives alongside more conventional vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices