Commitment to Your Success

Our Vision

To be viewed as a straight forward, honest, and compassionate team of financial professionals who are always working towards the client's ultimate financial success.

Our Mission

To guide our clients to make the right financial decisions for their future. We will accomplish this by offering competent and accountable advice. We will always do what is in the best interest of the client, by providing multiple solutions to their financial challenges helping them to reach their goals.

Top 10 Benefits of Working with Scott Yanker:

1. We are a Pro-Active Wealth Management Firm. Scott constantly works to improve his knowledge of the industry for the benefit of his clients, and has 26 years of experience in the industry.
2. Our Focus. Our focus is always on the client. Our products and services revolve around client feedback. You can rely on us to always act in the best interest of the client.
3. Our Alliances. Various CPAs in the area. Through our alliances, Scott is able to work with a tax advisor, which is a tremendous benefit to our clients.
4. Our Resources. A winning combination of resources through our alliances and utilization of independent research allows us to provide top-notch expertise and outstanding service that other firms simply cannot offer.
5. Communication and Education. We continuously communicate with and educate our clients. We do this through the Weekly Market Commentary email, educational workshops, quarterly client events, and informational mailings.
6. Selective Growth Strategy: In order to benefit our existing clients, we will take on a limited number of new clients. We will continue to offer complimentary consultations to your referrals and prospects.
7. Accessibility. A small firm equals accessibility. Scott or Marilyn are always available to address client concerns and questions.
8. Our Broker-Dealer. Our professionals are associated with the leading independent broker-dealer in the country. LPL Financial. ^*
9. Our Products and Services. We offer a comprehensive list of products and services, including Fee-Based Financial Planning and Fee-Based Asset Management through LPL Financial.
10. Atmosphere. We strive to establish a friendly, family-like environment for our clients. We enjoy spending time with our clients through events such as our Annual Golf Outing. We understand that without our clients, we would not exist.

† The Tax/CPS services are separate from and are not affiliated with or endorsed by LPL Financial.