Navigating Life's Financial Journey
Connecting tax advice to your wealth management goals.
A Holistic Approach to Wealth Management
Yeo & Yeo’s team of financial advisors build your unique wealth management strategy around what is most important to you – your goals, dreams, and time horizons. Through the combined experience of your CPA and our wealth management expertise, you experience an all-encompassing and tax-efficient approach to financial planning.
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 and objectives.
Retirement Planning for Businesses
Expertise of our CPAs and retirement plan specialists to help ensure that your business’s retirement plan is running efficiently and effectively.
Business Transitions
Evaluate future tax and lifestyle impacts when transitioning your business.
Industries We Serve
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Disclaimer
Investment advisory services are offered through HK Financial Services, Inc. (HKFS). Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of HKFS. HKFS and Avantax are independent of and unrelated to Yeo & Yeo Wealth Management. Neither HKFS nor Avantax provide tax, accounting or legal services.
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.