Wealth Management,
Done Mindfully
Enjoy the present because you've
taken care of the future
50+ years
Team experience helping
proactive wealth-builders
$138MM+
Assets under
advisement
300+
Self-made millionaires & high-
achieving families served
Map out your
financial future
Get better visibility for the journey ahead and make progress on what's most important to you
Everyone has their own definition of success. We're here to help you meet yours as we guide you through a financial planning process designed to take advantage of your opportunities while minimizing downside risks.
Our collaborative, integrated, and strategic approach to financial planning and investment management provides clarity on which path among many that you should take.
There are a lot of options for growing and securing wealth - but the only possibility that matters is the one that actually works for you. With our guidance and coaching, you can achieve your specific vision while growing your wealth.
Clarity on what's important;
strategy to make it happen
Financial planning is an ongoing process that helps you make well-informed, mindful decisions about today and tomorrow.
We're here to make sure your money works in your actual day-to-day life. Using our process means getting to enjoy more of what you want right now, while still planning responsibly for tomorrow.
Get the advice you need and a second set of eyes always looking out for your best interests. BYH helps you get fresh insights into your finances — and your future.
Benefit from our proven financial
planning process
Travis Simmons
Boston, MA
Khushbu Shah
Denver, CO
Gigi Gormley
East Boston, MA
Dimitris Vergos
Dubai
Ardy Arfaian
Boston, MA
Natalie Julich
Bentonville, AR
These reviews were left on Google Reviews by current and previous clients. No reviewer was compensated.
Reviews are not representative of every client experience. To see all reviews, please visit Google Reviews.
For high-achieving professionals
Who we help best
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.
It's time to take wealth management seriously if you...
- Are in your 30s or 40s with $500,000 or more in household income
- Have a complex compensation structure; your earnings may come from a combination of wages, bonuses, commissions, and equity compensation
- Saved up a cash balance that you know you need to invest wisely to grow wealth
- Want support and clarity around your financial decisions, especially as your life expands and things feel more complex
- Value being proactive and having a plan - and you’re excited to execute once you have a specific strategy to follow
- Want to strike a balance between enjoying life now while also growing wealth for a financially secure future
5 Strategies to Optimize
Your Finances
Are your finances set up to help you achieve what you want from your life? Don't leave it to chance.
Download BYH's complimentary guide and ensure you're taking advantage of available opportunities to grow your wealth.
Guidance to maximize your financial potential
Fee-only fiduciaries
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.
Expert guidance
With BYH Wealth Management, you get access to a proven financial planning framework and investment management strategy to build your assets and grow your net worth. Our goal is to provide you with the right system to maximize your financial potential so you can actually enjoy what you work hard to build. Together, we can:
- Identify and prioritize what matters most to you
- Get the most value from your cash flow
- Create an investment strategy to achieve financial freedom
- Implement the right actions to create significant wealth
- Enjoy the ability to use your time the way you want
Dedicated service team
You could follow the green line to a national corporation’s cookie cutter approach to financial management and get lost in the shuffle of call center transfers – or you can collaborate directly with a tight-knit team of committed professionals who know who you are and understand what you are looking to accomplish.
We focus on serving an exclusive group of clients so that each of our team members can give you the necessary time and attention to meet your needs as life happens. You can rely on specific answers to your questions – answers that consider the context of your unique circumstances.
Consistent, ongoing support
True financial planning is not a one-time event. It’s a comprehensive, ongoing process that helps you continually get the most from your money.
We don't hand you a stack of documents and spreadsheets and call it a plan. If there’s one thing we can guarantee, it’s that things change. Your wealth management strategy should evolve and change, too, which means you need a planning relationship as dynamic as your life.
Real-world tested
Just knowing the optimal strategy doesn’t matter much if you aren’t also taking the actions necessary to move your plan forward. Acting on the advice you get requires confidence that you’re doing the right thing for you, which is why we not only provide guidance on next steps, but take time to explain the why behind every decision.
Our ability to translate financial jargon into practical advice – and create plans that actually work in the real world – comes from leading hundreds of conversations each year with people who are going through the same phases of life and working with the same financial challenges and opportunities that you are. We serve a specific group of likeminded clients so that everyone can benefit from the collective knowledge that accumulates after seeing these scenarios unfold time and time again.
Schedule a complimentary
consultation
for a wealth management strategy that works for you
Enjoy greater peace of mind with our financial planning 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.
If you're ready to take control of your money, gain clarity on what's next, and grow your wealth, we're here to help.