Yearwood Young Advisors

About

YYA - Yearwood Young Advisors Build your financial foundation for a life well-lived Our mission At YYA, we view money as a tool to help you create the life you want. We believe everyone deserves access to professional, unbiased advice. Our role is to create a customized financial plan that charts a path for you to build the resources, security, and, ultimately, the freedom to live life on your terms. Learn More Our approach We offer personalized financial advice and take our role as a fiduciary seriously Holistic Advice on every aspect of your finances Our detailed plans address every aspect of your financial life, from investing, to budgets, retirement beyond. Goal-Oriented Focus on how you want to live We talk through your near- and long-term aspirations, and ensure you have the financial foundation to get there. Values-Based Guidance that reflects what you care about We take the time to understand who you are what you value, so your finances align with what matters to you. Independent Fiduciary advice. No selling, ever. Our structure means no sales pressure. We never make commissions. Our advice always puts your interests first. Our founder Institutional experience. Independent perspective. After over a decade investing on behalf of institutional clients, Kate founded YYA to bring principled, high-quality financial advice to individuals and families at key inflection points in their wealth-building journey Kate Yearwood Young, CFA, CFP® Founder Financial Advisor Kate has a

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