Planning Partners

YHB Investment Advisors was founded in 1989 to offer client-centric investment management services for both individuals and institutions. As fiduciaries, we are legally bound to provide advice and guidance that we believe will be best for you and your financial needs. Established as an independent registered investment advisor, we have greater latitude to utilize an array of financial solutions to meet each person’s needs. With a long-term investor mindset, our strategies and portfolios are built around individual stocks and bonds offering a transparent investment approach. YHB was created to help individuals, families, and organizations build wealth and establish paths to share that wealth with future generations.

At Medallion Wealth Advisors, we offer personalized financial planning services to help individuals, families, and businesses reach their financial goals. From retirement planning and investment strategies to tax optimization and wealth management, we provide expert guidance tailored to your unique needs. Our goal is to simplify your financial life, protect your assets, and grow your wealth with confidence. Whether you're planning for the future or managing current finances, were here to support you every step of the way. Trust a dedicated financial advisor to provide clear, professional advice that puts your best interests first.