Yarger Wealth Strategies offers comprehensive, high-touch wealth management solutions to high-end clients who are looking for a deeper relationship with their wealth advisor with the goal of yielding superior outcomes.
The Yarger Wealth Strategies team has achieved a wide variety of key industry certifications and designations, allowing us to leverage advanced education to better serve our clients. We have committed ourselves to crafting an experience that serves as the gold standard for our industry. This reflects our commitment to delivering exceptional client experiences and outcomes.
Further, we are a fiduciary, which means that we are bound by law to act in your best interest. We value total transparency, and we are held to the industry’s highest standards. Our services are fee-based, and we don’t earn commissions on our decisions regarding your financial future. This means you’ll have peace of mind that our team is always keeping your best interests at heart.
Jon Yarger, Founding Partner & Co-Chief Investment Officer
Ted Winders, Partner & Co-Chief Investment Officer
Our suite of white-glove services is customized to fit your needs as a high-net-worth individual. We can help with:
Over the years, we’ve supported many great organizations in their efforts to provide compelling retirement packages to their employees. Our custom approach means we’ll take the time to understand the needs and goals for your organization. When we pair this deep level of understanding with our retirement planning expertise, we are able to offer a comprehensive retirement planning solution to our corporate clients.
ADVISING HIGH-NET-WORTH INDIVIDUALS & HIGH-LEVEL EXECUTIVES
SUPPORTING ORGANIZATIONS WITH POWERFUL CORPORATE RETIREMENT PLANNING SERVICES
