Strategic partnership and affiliated referral program expand access to wealth management services for YHB clients across the country

Winchester, VA – [March 25, 2025] – Choreo, LLC and YHB | CPAs & Consultants (“YHB”) are excited to announce that YHB has entered a strategic partnership with Choreo and joined their affiliated referral program, the Choreo Partner Alliance ^TM. By joining the program, YHB can refer clients through the Choreo Partner Alliance ^TM and partner with a Choreo advisor to serve clients who have unaddressed or complex wealth management needs. Through a referral, YHB and their clients will access a broad array of estate planning, business exit-planning, and tax-efficient investment solutions, along with Choreo’s content, thought leadership, and technology platforms.

“Through our partnership with Choreo, we believe our clients will receive the highest level of personalized attention and innovative solutions,” said Tom Milburn, CEO of YHB. “This collaboration aligns with YHB’s mission to empower our clients with the resources needed to succeed. Choreo’s offering of modern solutions and scale can truly help our clients grow confidently.”

Key services and resources YHB CPAs will receive include:

• A partnership with Choreo, whose advisors understand the financial planning needs of CPA clients
• Multigenerational estate planning and gifting strategies for families
• Business exit planning that factors in valuation, tax and succession considerations
• Monitoring third-party activities for clients with multiple investment advisors
• Access to financial planning tools and dashboards provided by Choreo to help facilitate deeper insights and a better understanding of a shared client’s needs
• A partner with decades of experience working in a coordinated fashion with a client’s tax advisor and navigating the intricacies of a CPA firm environment

As part of this partnership, Randy Beeman, a wealth advisor affiliated with YHB, has joined Choreo, LLC as a Managing Director. With over 30 years of experience, Randy represents an excellent addition to the organization and will collaborate with Choreo teammates and subject matter experts to provide an elevated level of client service.

“Choreo is thrilled to partner with YHB,” said Larry Miles, CEO of Choreo. “We are honored to provide wealth management solutions and carry forward the trusted relationships YHB has built. We are also excited to welcome Randy to the team. This partnership reinforces our ongoing commitment to collaborate with our strategic partners to strengthen CPA and client relationships to deliver sophisticated, tax-focused planning solutions.”

About YHB: At YHB, we are all about you. That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work. We partner with many of the region’s most trailblazing and passionate leaders and organizations. Our team offers comprehensive advisory, assurance, tax, and risk advisory solutions to clients of all sizes.

About Choreo, LLC: Passionate about improving the well-being of clients, their families and their communities, Choreo is an independent firm focused on redefining an investment adviser’s place in the wealth advisory industry. Choreo operates out of 40-plus locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023). For more information, visit choreoadvisors.com.

Choreo, LLC (“Choreo”) is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. Choreo, LLC is an SEC-registered investment advisor.

The Choreo Partner Alliance Program is offered through Choreo Partner Alliance, LLC (“Choreo Partner Alliance”), a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Choreo Partner Alliance is an affiliate of Choreo, LLC, a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives.