Yeske Buie Reviews (History / Overview):
Yeske Buie (YeBu) is an independent advisory firm that was founded by Elissa Buie, CFP® and Dr. Dave Yeske, CFP® who, combined between them, have over 50 years of experience in the financial industry.
AdvisoryHQ has reviewed a wide range of different financial advisory firms across the US and on the international level.
And we thought we've seen them all.
But the AdvisoryHQ review team was greatly impressed with Yeske Buie, and the firm's impressive culture.
The firm is built on the below concept:
"Live Big® – It’s about the size of your life, not the size of your wallet®. Making the most of your wealth is as important as making it in the first place. You deserve the freedom that comes from working with a team that has the expertise and talent to guide you through the complex circumstances and choices that come with wealth – a team that is truly committed to your happiness and well being."
It's not everyday that you find an inspirational advisory firm that encourages its clients to live life to the fullest.
Or one that is not shy about making statements like: "We’re good people to think with, and we’re also good people to laugh with."
The firm serves its clients, both on the East and West Coast through two offices located in San Francisco, CA (West Coast) and Vienna, VA (East Coast).
The company offers its clients a long-term investment philosophy that is rooted in empirically-validated strategies and that follows a disciplined process to achieving each client's financial objectives.
The team uses a “grounded wisdom” approach to achieving each client's long-term financial goals, which involves developing a personalized holistic picture of the client's needs that includes cash flow and tax planning, risk management, retirement and other goal planning, investment planning and estate planning.
Image Source: Yeske Buie (YeBu)
The two founding principals of the firm are recognized as industry thought-leaders, and are widely published and oft quoted and interviewed in the financial media, including the Today Show, CBS, CNBC, CNNfn, NBC News and McLaughlin One-on-One, The Washington Post, Time and Businessweek magazines, The Wall Street Journal, The New York Times, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning.
The founders have been recognized by industry peers and watchers alike, and have received numerous accolades and awards including top advisor nominations by Worth and Washingtonian magazines and by Bloomberg Wealth Manager, and being named to Financial Times Top 100 Women Financial Advisers list in 2014
YeBu Review – Team Members:
Sample List of Team Members
- Elissa Buie, Co-Founder, CEO
- Dr. Dave Yeske, Co-Founder, Managing Director
- Yusuf Abugideiri, Financial Planner
- Cristin Etheredge, Operations Administrator
- Lauren Grove, Financial Planner
- Victoria Harrell, Client Service Administrator
- …and many more
Image Source: Yeske Buie (YeBu)
YeBu Reviews – Services:
- Wealth Management
- Financial Planning
- Asset Management
YeBu Reviews – Minimum Account Size:
Mnimum new account size is $3,000,000.
YeBu Advisory Fees:
- 1.00% per year on the first $5,000,000, plus
- 0.50% per year for amounts greater than $5,000,000 up to $10,000,000, plus
- 0.35% per year for amounts greater than $10,000,000
YeBu's Address Information:
- 220 Montgomery Street, Suite 900, San Francisco, CA 94104
To Contact YeBu:
- Phones: +1 800-772-1887, +1 415-956-9686, +1 703-538-2116
- Email: [email protected]
- Or you may use YeBu's Contact Us form
AdvisoryHQ (AHQ) Disclaimer:
Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.
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