A complete list of active advisors currently associated with YSB Wealth Management
Warmer can help you find a great advisor at YSB Wealth Management or one who fits your needs even better.
YSB Wealth Management is a fee-only, SEC-registered investment adviser founded in February 2026 that offers wealth management services combining discretionary investment management and financial planning. The brochure states the firm intends to serve individuals, high-net-worth individuals, and corporate clients, but it also reports $0 in discretionary and non‑discretionary assets under management and no clients as of March 9, 2026. The firm describes a personalized investment process that begins with onboarding conversations to establish goals, risk tolerance, and tax considerations, then applies a strategic asset allocation framework (conservative, balanced, or growth) using a mix of passive and active vehicles. YSB generally manages accounts on a discretionary basis, allows clients to impose reasonable written restrictions, and provides written financial plans at no additional fee covering cash flow, retirement, estate, insurance, and other planning areas. Noteworthy aspects include that YSB is a newly formed adviser with three principal owners and a first ADV filing, it requires clients to custody assets at Charles Schwab and discloses receipt of Schwab institutional support services, and two principals maintain insurance licenses but state they no longer market commissionable insurance products. The combination of being a very new firm with zero reported AUM and a stated client base that is not yet reflected in accounts distinguishes it from many peers.
To learn more about the advisors currently working at YSB Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kalida, OH
| 14
| |
Kalida, OH
| 5
| |
Kalida, OH
| —
|
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