EXCEPTIONAL WEALTH MANAGEMENT STRATEGIES TO

EMPOWER REMARKABLE LIVING

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.

Why Yarger Wealth Strategies?

STRIVING FOR REMARKABLE OUTCOMES

The Yarger Wealth Strategies team has achieved key designations such as ChFC®, AIF®, CLU, and more… but our strongest asset is our unparalleled client experience. We have committed ourselves to crafting an experience that serves as the gold standard for our industry. This allows us to continue our commitment to strive for 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, Founder & CEO

CONCIERGE-LEVEL WEALTH MANAGEMENT

WE BUILD DEEP RELATIONSHIPS WITH A SELECT GROUP OF CLIENTS. HERE IS HOW WE CAN SUPPORT YOU:
COMPREHENSIVE WEALTH PLANNING

FOR INDIVIDUALS

Our suite of white-glove services is customized to fit your needs as a high-net-worth individual. We can help with:

RETIREMENT PLANNING SERVICES FOR

FOR CORPORATIONS

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.

GET STARTED WITH A COMPLIMENTARY

RISK TOLERANCE ASSESSMENT

We maintain deep relationships with a select group of clients in order to provide an exceptional wealth management experience. Our carefully-cultivated client group knows we tirelessly dedicate ourselves to understanding their financial goals, their risk tolerance, their desired lifestyle, and more. To get started, take our complimentary risk assessment.

SIX DECADES OF EXPERIENCE

ADVISING HIGH-NET-WORTH INDIVIDUALS & HIGH-LEVEL EXECUTIVES

SUPPORTING ORGANIZATIONS WITH POWERFUL CORPORATE RETIREMENT PLANNING SERVICES