Yeo & Yeo Wealth Management Receives Multiple Awards from Avantax Planning Partners
Yeo & Yeo Wealth Management (YYWM) received one company award and two individual awards at the 28th Annual Avantax Planning Partners℠ (Avantax) Elevate conference, highlighting the company’s continued leadership and dedication to delivering exceptional, tax-smart financial planning services.
For the sixth consecutive year, YYWM was named a Top Wealth Advisory Firm in the large firm division.* This award recognizes companies that have gone above and beyond to provide clients with a best-in-class planning and wealth management experience.
“This recognition speaks to the strength of our team and the trust our clients place in us every day,” said Director of Wealth Management Andrew Matuzak, CPA, PFS. “We take pride in crafting strategies grounded in each client’s goals, values, and vision for the future.”
In addition to the company-wide recognition, Matuzak was among nine individuals nationwide named to the President’s Club for his leadership, integrity, and commitment to excellence in financial planning. The recognition comes as Matuzak leads YYWM into a new chapter, having assumed leadership of the company earlier this year from Pete Bender. Bender was also recognized with the 2024 Client Advocate Award, a testament to his decades-long commitment to building trusted relationships.
“Andrew has seamlessly taken the reins of YYWM, building upon the strong foundation Pete created,” said Yeo & Yeo President & CEO Dave Youngstrom. “Seeing him earn a place in the President’s Club is a proud moment. Not just for him, but for our entire team and the future of Yeo & Yeo Wealth Management.”
YYWM works closely with Avantax, a pioneer in tax-smart investing, financial planning, and wealth management, to provide a comprehensive approach to financial planning. Tools like the 1040 Analyst and Guidance Planning Strategies (GPS) allow the YYWM team to pinpoint opportunities, uncover tax efficiencies, and create holistic financial plans. From retirement planning and business transitions to legacy and estate planning, Yeo & Yeo Wealth Management is driven by one mission: to empower clients to make confident, informed decisions today and for years to come.
Awards were presented at the Avantax Elevate Annual Conference in Cincinnati, Ohio.
*Award(s) are neither representative of any client’s experience nor indicative of future performance.