Team experience helping
Self-made millionaires & high-
achieving families served
For business owners & professionals earning equity comp
Wealth management for motivated professionals
BYH helps those navigating their career while establishing wealth, experiencing major life transitions, and growing families.
You want to implement a strategic approach that considers all aspects of life, not just finances - and one that allows you to live well today while still planning responsibly for the future.
Who we work with:
- Couples in their 30s or 40s with $500,000 or more in household income
- Business owners who want support and clarity around financial decisions, especially as your life expands and things feel more complex
- Employees with complex compensation structures; your earnings may come from a combination of wages, bonuses, commissions, and equity compensation
- Good savers with cash balances that you know you need to invest wisely to grow wealth
- Professionals who value being proactive and having a plan - and love executing once you have a specific strategy to follow
- Folks who want to strike a balance between enjoying life now while also growing wealth for a financially secure future
5 Strategies to Optimize
Are your finances set up to help you achieve what you want from your life? Don't leave it to chance.
Download BYH's ebook and ensure you're taking advantage of available opportunities to grow your wealth.
Guidance to maximize your financial potential
As an independent, fee-only firm, we don’t sell products, earn commissions, or receive kickbacks from third parties. We’ve removed financial incentives and, as fiduciaries, have a legal and ethical obligation to always provide unbiased, objective advice that is in your best interest.
There are no hidden fees, and part of our investment due diligence process is to select from best-in-class low-cost funds. That allows you to focus on results, not second-guess how you’re paying your advisor.
Request a free financial review
Our financial planning process and investment management strategies that provide a realistic path for achieving what's most important to you. Together, we'll collaborate to create a customized roadmap from where you are today to where you want to go tomorrow.
Ready to take control of your money, gain clarity on what's next, and grow your wealth?