Yeo & Yeo Wealth Management was recognized for the second consecutive year as a Top Wealth Advisory Firm in the large firm division* by Avantax Planning PartnersSM (Avantax). The award honors firms that go above and beyond to help businesses and families achieve their wealth management goals.
Managing principal and wealth management leader Peter Bender CPA, CFP® said the award acknowledges Yeo & Yeo Wealth Management’s commitment to clients.
“Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax provides a distinct advantage,” Bender said. “Together, we help clients see their entire financial picture and create plans to achieve their long- and short-term goals. We are committed to exceeding client expectations in all aspects of wealth management, from financial and retirement planning to asset management.”
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.
Awards were presented on May 26, 2021, at the Avantax Elevate Annual Conference in Des Moines, Iowa.
*Award(s) are neither representative of any client’s experience nor indicative of future performance.
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.