Yeo & Yeo Wealth Management Receives Growth Award and Top Wealth Advisory Firm Recognition from Avantax Planning Partners

Yeo & Yeo Wealth Management Receives Growth Award and Top Wealth Advisory Firm Recognition from Avantax Planning Partners

Wealth Management

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Yeo & Yeo Wealth Management received the 2022 Growth Award and was recognized for the fourth consecutive year as a Top Wealth Advisory Firm in the large firm division* by Avantax Planning PartnersSM (Avantax).

The Growth Award celebrates the expansion of firms that have implemented a wealth management growth plan and saw exceptional year-over-year results. Yeo & Yeo was selected for this recognition due to the firm’s innovative marketing efforts, including a dedicated wealth management podcast series. This series provided valuable insights to listeners on a wide array of topics, including succession planning, social security and tax-smart investing.

“We are truly honored to receive the Growth Award, which reflects the incredible dedication of our team,” said Pete Bender, CPA, CFP®. “Their hard work has allowed us to serve a growing number of clients who benefit from our expertise, and the wealth management experience of Avantax. We are excited to continue delivering comprehensive solutions that help our clients achieve their financial goals today and in the future.”

Moreover, Yeo & Yeo Wealth Management has gone above and beyond in providing clients best-in-class planning and wealth management experience, leading to its recognition as a Top Wealth Advisory Firm for the fourth consecutive year.

“Combining the tax and accounting experience of Yeo & Yeo and the wealth management experience of Avantax provides a distinct advantage,” said Andrew Matuzak, CPA, PFS. “This unique approach empowers our clients to save money, make strategic investments, and ultimately move closer to their desired financial outcomes. We are committed to delivering personalized solutions that make a positive and lasting impact on their financial well-being.”

Yeo & Yeo Wealth Management works closely with Avantax, a pioneer in tax-smart investing, financial planning and wealth management, to provide a comprehensive approach to financial planning. Using a unique tax-focused perspective, Yeo & Yeo Wealth Management’s experienced financial planners develop strategies to help clients meet their overall financial goals and desired lifestyle for today and tomorrow.

“We look at wealth management through a tax-focused lens because we understand that tax information can reveal financial opportunities and vulnerabilities for our clients,” Bender added. “Often, financial professionals focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. We provide tools, like our 1040 Analyst and Guidance Planning Strategies program (GPS), to help clients find ways to strengthen their financial situation holistically.”

Awards were presented at the 2023 Avantax Elevate Annual Conference held in Indianapolis, Indiana.

*Award(s) are neither representative of any client’s experience nor indicative of future performance.

About Yeo & Yeo Wealth Management

Yeo & Yeo Wealth Management ( helps businesses and individuals with their wealth management and investment strategies. Working closely with AvantaxSM, a national wealth management company, Yeo & Yeo Wealth Management delivers a holistic approach that connects financial planning, tax strategies and insurance solutions. Wealth management services are offered in Yeo & Yeo’s offices throughout Michigan.

Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

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