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Our goal? To help you reach all of yours.
We take a 360-degree view of wealth, adopting a very human and holistic approach that considers all aspects and dimensions.
A Holistic Approach to Wealth Management
In these complex, fast-changing times, you need more than a wealth manager. You need a wealth manager who understands your life, your business, your employees’ needs, and the variety of choices you/they have.
Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax®, we develop a strategy to meet your overall financial goals and desired lifestyle for today with an eye toward tomorrow.
Asset Management
Independent and objective approach to asset management to maximize return and minimize risk.
Financial Planning
Delivers a powerful difference in your financial journey with Guidance Planning Strategies (GPS).
Estate Planning
Wealth building advisement with a full range of estate planning strategies and solutions.
Retirement Planning for Individuals
Full-service retirement planning team focused on helping you achieve your financial goals.
Retirement Planning for Businesses
Expertise of our CPAs and retirement plan specialists helps ensure that your business's retirement plan is running efficiently and effectively.
Business Transitions
Evaluate future tax and lifestyle impacts when transitioning your business.
Disclaimer
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. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.