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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.
SECURE TOMORROW TODAY
SECURE TOMORROW
TODAY
A holistic approach to creating a strategic plan that works for you.
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
Every Investor Should Understand the Benefits of Tax-Loss Harvesting
12 Oct 2019
Even in the best of times, not every investment will be a winner. Fortunately, losing investments do have a silver lining: You may be able to use them to lower your tax liability and better position your investment portfolio going forward. This strategy is called tax-loss harvesting, and it’s one of the many tax-smart strategies that investors should understand and consider using when appropriate.
4th Quarter Market Commentary
9 Oct 2019
The most recent – and perhaps the most important – concern for the investment markets has been the inversion of the 10-year/2-year Treasury yield curve. The yield curve “inverted” which simply means for a period of time, the 10-year Treasury yielded less than the 2-year Treasury – which is not the usual circumstance. This is important because it has preceded every recession in the last 40 years.
Required Minimum Distributions: 3 Ideas To Consider
7 Oct 2019
Created in the Tax Reform Act of 1986, required minimum distributions (RMDs) are set dollar amounts the government mandates you take a withdraw from your retirement accounts once you reach the age of 70 ½. Once this age is reached, you have until April 1 of the year following turning 70 ½ to take the distribution from your retirement account or accounts. For each year after, the RMD must be taken by Dec 31. A few details here are important to be mindful of.
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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