Your Financial Plan is Guided By Your Personal CFO Team

At YellowBrickRoad Financial Advisors, there is a dedicated team of wealth management professionals who actively collaborate to look out for your financial interests. Comprehensive financial planning is a team effort, and while each member of the team will have specific areas of expertise, their efforts will combine to ensure cohesive and in-depth attention to your financial interests.

The team is led by your Personal CFO,

a highly experienced Financial Advisor who manages all aspects of our work on your financial life. Your Personal CFO will always be a Certified Financial Planner® (CFP®). You expect your Financial Advisor to be experienced, knowledgeable, and trustworthy. So do we.

Financial Advisors are supported by Associate Advisors.

Bright, dedicated and enthusiastic team members with years of experience. All our Associate Advisors also hold the CFP® designation, and they provide critical support to you and to your Financial Advisor so that collectively we execute on our responsibilities in your financial life.

Financial Advisors and Associate Advisors are supported by Client Administrators

who ensure that we are managing the administrative responsibilities in your financial life. Your financial life is like running a business. It is important to have the administration of it handled by people who want to help you flourish.

There’s also a Portfolio Management team

working diligently to ensure that your investments are always aligned to your goals, and that your portfolios are accomplishing their defined mission.

Together, our team members’ efforts are focused on you.

You come to know the teammates. They get to know you. We’re on your journey together.