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.

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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.

Ready to Get Started?

Contact Us Today To Speak With One Of Our Experts

Pete Bender

Pete Bender

CPA, CFP®

CPAs & Advisors,
Wealth Management

Andrew Matuzak

Andrew Matuzak

CPA, PFS

CPAs & Advisors

Matthew Cash

Matthew Cash

CFP®

Wealth Management

Joseph Clagg

Joseph Clagg

CRPS®

Wealth Management

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.