Yarger Wealth Strategies, LLC

EXCEPTIONAL WEALTH MANAGEMENT STRATEGIES TO EMPOWER REMARKABLE LIVING

Financial planner in Westerville, OH (show on map)

About

Yarger Wealth Strategies offers comprehensive, high-touch wealth management solutions to high-end clients who are looking for a deeper relationship with their wealth advisor with the goal of yielding superior outcomes. The team holds numerous industry certifications and designations, committing to a gold-standard client experience focused on exceptional outcomes.

As fiduciaries, they prioritize client best interests, provide fee-based services without commissions, and emphasize transparency and advanced education to empower remarkable living for individuals and corporations.

Referral-only business model

Fiduciary commitment

Six decades of combined experience

Comprehensive, integrated wealth planning

Customized solutions for high-net-worth individuals and corporations

Services

Retirement Planning

Create a wealth management plan tailored to individual retirement goals.

Customized retirement strategy Risk assessment Income stream optimization

Portfolio Management

Protect, nurture, and grow your investment portfolio with expert oversight.

Strategic asset allocation Risk management Tax-efficient strategies

Investment Solutions

Find the right channels to grow your financial assets with expert guidance.

Diversified investment options Customized risk profiles Performance optimization

Concentrated Equity Solutions for Corporate Executives

Expert input to optimize performance of portfolios heavily weighted in a single stock.

Risk mitigation strategies Diversification planning Tax-efficient equity management

Risk Management

Protect investments and create a unique plan for growth.

Insurance planning Portfolio hedging Contingency planning

Elder Care Planning

Craft a custom plan that allows you to enjoy your senior years with peace of mind.

Long-term care options Healthcare cost forecasting Legacy planning

Credentials & Certifications

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Certified Public Accountant (CPA)

Certified Estate Planner (CEP)

Frequently Asked Questions

What kind of clients does Yarger Wealth Strategies serve? +

We offer comprehensive wealth management solutions to high-net worth individuals and corporate clients on a referral-only basis.

Why work with Yarger Wealth Strategies? +

Our team serves as trusted advisors to high-net-worth individuals, high-level executives, and corporations in need of retirement planning solutions. We form long-term relationships with our clients with the goal of helping them maximize their financial potential at every phase of life.

How can I get a referral to work with Yarger Wealth Strategies? +

We love connecting with friends and contacts of our current client base. If you know one of our esteemed clients, please don’t hesitate to reach out to us.

When is a good time to reach out about my finances? +

The best time to get started is now. As a high-net-worth individual, you have so much opportunity before you, but it is also important to plan effectively so you can maximize the potential of your lifestyle both now and in retirement. Furthermore, it is critical to take a tax-aware approach to your investments. Because of specific rules and timeframes, it is important to seek the counsel of a financial expert as quickly as possible so you can avoid excessive tax liability.