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REDEFINE YOUR FINANCIAL FUTURE
REDEFINE
YOUR FINANCIAL FUTURE
Proactive & open communication between your tax & financial professionals.
UNDERSTAND YOUR RISK TOLERANCE
UNDERSTAND
YOUR RISK TOLERANCE
Riskalyze helps discover your risk tolerance so we can align your investment strategy.
 CONQUER THE COMPLEX
CONQUER THE COMPLEX
Connecting comprehensive financial planning with a tax-efficient approach to investing.
Who We Are

We are an independent, CPA-based, group of financial advisors, financial planners and accounting and tax professionals that recognize our clients’ needs extend far beyond the confines of traditional tax preparation, financial planning and investment management. We believe that proactive and open communication between your tax and financial professionals is critical to helping you achieve your long term financial goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives. Working together, we examine our clients’ entire financial picture.

You Are Why We're here
Individuals & Families
Businesses & Associations
Retirement Plan Administration
Our Services
Financial Planning
Wealth management and financial planning are investment advisory disciplines that incorporate a number of services for individuals and families seeking wealth protection and growth.
Wealth Management
Our asset management services for Virginia investors provide you with support for your financial resources so you can continue to accumulate and safeguard your assets.
Transition & Succession Planning
With our risk management service team at your side – including defining the plan, making all team members accountable, and choosing the right people – you can focus more of your efforts on core business.
We don’t invest your money without a comprehensive plan that you will understand, believe in and can follow.
Randy Beeman
I believe that everyone should be "financially fit." That's why I help clients understand their entire financial picture and plan for where they want to go.
Adrian Taylor
My goal is to remove ‘someday’ from people’s financial vocabulary; because it often never arrives. We build financial plans that empower our clients’ to let 'someday', become yesterday.
JT Trimble
Discover Your Risk Tolerance

Riskalyze helps you understand your risk tolerance and align your investment strategy to provide you peace of mind. As a client of YHB Wealth you will have complimentary access to a Risk Number-centric view of your wealth.

Start by taking a short survey that examines your portfolio size, goals, and willingness to take risk.

News
Why Monte Carlo Isn’t Just a Place in the Mediterranean
9 Oct 2020
While no model can perfectly forecast the market, the Monte Carlo analysis is one key aspect of our financial plan that enables us to sleep well at night knowing that we have a plan that is working for us.
Converting IRAs From Traditional To Roth
6 Oct 2020
Converting your traditional IRA funds into a Roth IRA could have significant tax benefits to yourself and your family members, if planned correctly. Thanks to the Tax Cuts and Jobs Act (TCJA), there is an opportunity to take advantage of historically low tax rates before the rates are scheduled to reset to the previous levels by the end of 2025.
We Aren't Off This Ride Yet...
2 Oct 2020
Equity investors have been on quite a roller-coaster ride this year. After hitting an all-time high in February, the S&P 500 Index plunged a gut-wrenching 34% over the next month, marking the quickest bear market in U.S. history. Smaller company stocks did even worse during that period, losing more than 40%. Thankfully, because our client portfolios were not fully invested in equities prior to the decline, our average client account did not experience the full brunt of the volatility. However, the flip side of that conservative allocation means we also didn’t experience the equally surprising and gravity-defying upturn. From the March low, the market roared back to make a new high in September. Talk about whiplash.
Let's Talk





    CLEAR FORM
    Our Locations
    LEESBURG
    WINCHESTER
    MIDDLEBURG
    RICHMOND
    CULPEPER
    FALLS CHURCH
    608 South King Street
    Suite 200
    P.O. Box 3307
    Leesburg, VA 20177
    703.840.0702
    50 South Cameron Street
    Winchester, VA 22601
    540.545.8702
    6 South Pendleton Street
    P.O. Box 467
    Middleburg, VA 20118
    540.545.8702
    9954 Mayland Drive
    Suite 2300
    Richmond, VA 23233
    703.840.0702
    1100 Sunset Lane
    Suite 1310
    P.O. Box 1507
    Culpeper, VA 22701
    540.545.8702
    6402 Arlington Blvd.,
    Suite 1130
    Falls Church, VA 22042
    703.237.2500

    UPDATE FOR YHB OFFICES

    To help protect our clients and staff, YHB offices are open to the public by appointment only, Monday through Friday, 8am - 5pm. We ask that you setup and appointment prior to visiting a YHB office.

    Read More Here