The information contained in this website is intended to inform Yeo & Yeo’s clients, colleagues and friends about our firm and the services we offer. It is not intended nor should it be used as a substitute for tax, audit, accounting, investment, consulting or other professional advice. You should seek advice directly from a Yeo & Yeo professional before making any decision or taking any action on accounting, tax, financial and consulting-related matters. The information provided at this site is subject to change without notice. All information in this site is provided “as is.”

Yeo & Yeo Wealth Management | Investment Advisory Services and Security Products

Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.

Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Yeo & Yeo Wealth Management.  Although Cetera named entities and Avantax Planning Partners, Inc. do not provide tax or legal advice, or supervise tax, accounting or legal services, our financial professionals may offer some or all of these services through their independent outside business. This information is not intended as tax or legal advice.

Revised as of December 15, 2025.