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YGC Wealth

Updated today

Total assets under management

$10,586,069

Total clients

30

17% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

15

Average account size

$352,869

About

YGC Wealth is a small registered investment adviser formed in 2024 that serves individual clients — including high-net-worth individuals — as well as small businesses and sole proprietors. The firm provides comprehensive and limited financial planning, strategic business financial planning, and discretionary investment management, with portfolio management offered only as part of a planning engagement.

The firm’s investment approach emphasizes long-term, passive asset-allocation strategies and diversified portfolios built around client-specific Investment Policy Statements, typically implemented with mutual funds and exchange-traded funds. Accounts managed on a discretionary basis are monitored and periodically rebalanced to remain aligned with client objectives, and clients may request reasonable investment restrictions.

Noteworthy aspects include the firm’s recent start and small client roster, its explicit policy that discretionary investment management is available only in conjunction with comprehensive or business planning, and a dedicated service line for strategic business financial planning for sole proprietors and small businesses. The firm’s principal is CFP-certified and maintains outside consulting and content activities, and the brochure discloses custody practices such as direct fee debit and the use of standing letters of authorization for transfers.

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $400,000: No fee for Discretionary Investment Management $400,000+: 0.75% annually on assets over $400,000

Project-based

Limited Financial Planning Services typically $375 per hour

Other

Minimum fee: Comprehensive Financial Planning: $6,500 minimum annual fee for individuals, $9,500 for couples; Strategic Business Financial Planning: $10,000 minimum annual fee Fee-only: Limited Financial Planning Services charged at $375 per hour, negotiable and billed hourly

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

YGC Wealth

Upper Marlboro MD, United States

Number of offices

1

Advisors at this firm

Rianka D

CFP®

Upper Marlboro, MD

YGC Wealth

Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Young Families Established Professionals Gen Y/Millennials (Born 1980-1995)
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