Ted Winders, CFA, CFP Joins Yarger Wealth Strategies Team As A Partner
Yarger Wealth Strategies proudly announces the onboarding of a new equity partner, Ted Winders, CFA®, CFP®, who will join Yarger Wealth Strategies in offering a suite of comprehensive, high-touch wealth management services to a sophisticated client base.
“Ted is an incredible addition to our team,” said Jon Yarger, Founding Partner of Yarger Wealth Strategies. “Our commitment to providing unbiased and comprehensive financial advice to high-net worth individuals has always been at the forefront of everything we do. I have deep trust in Ted, who is incredibly smart and professional, and shares the same dedication to our clients.”
Ted is a trusted and highly esteemed financial professional with over a decade of experience in the industry. During his time at JP Morgan Asset Management, he was a featured speaker at industry events and regional meetings, where his audiences consisted of hundreds of investment professionals. His deep knowledge and understanding of the markets enabled him to consult with the top 300 investment advisors in the region on investment strategy and implementation. With a focus on capital markets, Ted’s priority is to stay on top of the latest happenings, identify investment opportunities, and share those strategies with his clients.
Ted also has experience as a product manager for a Chicago-based hedge fund, options trading firm, and online broker, where he helped develop software systems to support the risk management of complex option trading strategies being implemented. During this time, Ted had advanced exposure to software development, and deepened his already expert level understanding of public liquid derivative capital markets. This experience contributed to Ted’s ability to deliver insights on economic and financial markets later in his career.
“I’m absolutely thrilled to be joining Jon and his team,” said Ted. “The company’s unwavering commitment to clients aligns perfectly with my own goals to help people achieve their highest and best potential in life. I am excited to deliver innovative, bespoke, and value-driven solutions designed to help our clients achieve their financial goals.”
The team at Yarger Wealth Strategies has a history of faithfully acting in their clients’ best interests. Yarger Wealth Strategies’ status as a fiduciary means the company is legally bound to put clients’ interests first. Fiduciaries are not incentivized by commissions or other fees, which means they are able to make unbiased recommendations which are specific to each client’s unique financial needs and risk tolerance. This, Jon Yarger says, leads to better outcomes and stronger relationships over time.
“We are very passionate about doing what’s best for our clients,” said Jon. “We hold ourselves to a very high standard in that way. Ted’s experience, along with his CFA® (Chartered Financial Analyst) charter and his CFP® (Certified Financial Planner) designation is going to add tremendous value to our client base.”
The CFA charter is regarded as one of the most prestigious and labor-intensive qualifications in the investment industry, requiring extensive study and rigorous testing across a range of financial disciplines. Those who hold the CFA charter must have demonstrated a mastery of investment analysis and portfolio management, and are highly sought-after by employers in the financial industry. The CFA Society is a global association of investment professionals which promotes the highest standards of ethics, experience, education, and professional excellence in the financial industry. Meanwhile, the CFP certification is generally viewed as the gold standard in the financial planning industry. To achieve this designation, Ted was required to demonstrate his knowledge and competence in areas such as financial planning, risk management, estate planning, retirement planning and more.
“With his wealth of experience and expertise in the industry, we are confident Ted will help us exceed expectations,” Jon said of his new colleague. “Ted’s passion for helping clients navigate the complex world of finance is going to make all the difference.”
ABOUT YARGER WEALTH STRATEGIES
Yarger Wealth Strategies offers comprehensive, high-touch wealth management solutions to high-net-worth clients who are looking for a deeper relationship with their wealth advisor with the goal of yielding superior outcomes. Yarger Wealth Strategies strives to serve our clients as best as we can in every possible way. Our relationship with each client is long-term, and we’ll be there at every fork in the road to help support our clients in making the best possible decisions. These carefully-planned actions are designed to compound over time, with the goal of maximizing each clients’ financial potential at every turn.