That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work. With more than 300 professionals across 10 locations, we partner with many of the regions most trailblazing and passionate leaders and organizations.
At YHB our mission is simple – Helping you discover your potential. We are laser focused on helping you succeed.
Personalized plans, planned by people. It would be simple to put your information into a spreadsheet and allow the formulas to do the work. But true growth requires so much more. At YHB, we build teams tailored to your goals. Because truthfully, we’ve never been comfortable with uniformed solutions. Instead, we pull from our collective expertise to design a sophisticated blueprint for your financial future. From large public companies and major not-for-profits to closely held businesses, professional practices and successful individuals in all walks of life, we design custom solutions so you can grow confidently.
At the heart of it all. While we have the breadth and expertise of international firms, YHB prides itself in our commitment to the communities we live and work in. We are fully vested in the success of each of our clients and our communities. This is why YHB is a proud member of the below organizations:
Since we opened our first office in 1947, we set off on this mission to do right by our community. And today, those founding principles are as relevant as ever. For us, it’s more than just wealth management, tax auditing or accounting – it’s about building up the people who call this region home. We consider it an honor to serve organizations of all types and individuals throughout the region with solutions that help them achieve their goals and advance their success. Our professionals combine outstanding technical expertise with extensive industry experience and a passion for excellence.
We believe in being a good neighbor. Both as a firm and individually, supporting local causes remains at the core of everything we do. From adopting families from Bright Futures to provide Christmas gifts, reorganizing shelves at Habitat for Humanity’s reStore or packing boxes of books for United Way Richmond; for us it’s about building up the people who call this region home. With offices throughout Virginia YHB staff have the privilege of working with a number of organizations helping to build a better future.
From housing to education to the arts, we believe in investing in our communities. But we look at it as more than simply “giving back.” By helping charitable organizations fulfill their missions, we’re collectively enabling our communities to thrive.
Please note: YHB’s Winchester office is temporarily closed to the public while we move to our new home at 160 Exeter Drive, Suite 200, Winchester, VA. We will reopen December 2nd.