Team experience helping
Self-made millionaires & high-
achieving families served
Map out your
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.
For motivated 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
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
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.
Schedule a complimentary
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.