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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
Investment Market Update
16 Mar 2020
The odds of the US economy falling into recession are increasing daily from the government and consumer response to the spread of the coronavirus. Up to this point, because of a conservatively oriented diversification, generally our client accounts have held up well when compared to the broad equity market. However capital preservation is a key element of total long term return...
March Madness…
13 Mar 2020
The global economy essentially just got a one-two punch to the face. The psychological impact of the spread of the Coronavirus on the general public and the actions being taken by governments to contain it have reached the point where a health concern is now morphing into an economic concern as events are cancelled and people stop spending on everything except hand sanitizer and toilet paper.
When China Sneezes…
3 Mar 2020
There is a saying in global economics, that “When China Sneezes, the World Catches a Cold”, and it seems from all indications over the past few weeks, China is dealing with something much more serious than just a bad cold.
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

CORONAVIRUS UPDATE FOR YHB OFFICES

The safety and well-being of our clients and staff are always the highest priority at YHB, which is why we are deploying these additional measures:

  • YHB offices will close to the public effective Friday, March 20th until further notice. We encourage you to use our secure file transfer portal for sending documents. Offices will only accept paper documents sent by mail (USPS, FedEx, etc…) Please do not drop off documents in person.
  • In addition, all client meetings be held utilizing our virtual capabilities, either by phone or video conference.
  • Staff continue to work remotely, and are available by phone and email if you have questions or concerns.
  • Per the recommendation of VA Department of Health, we are restricting staff travel and attendance at large gatherings.

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