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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
Is This the “Melt Up?”
31 Jan 2020
According to Investopedia, a Melt Up is a “dramatic and unexpected improvement in the investment performance of an asset class or broad market index, driven in part by a stampede of investors who don't want to miss out on its rise, rather than by fundamental improvements in the economy.” The current record setting run in the equity markets seems likely destined to end the year in strong fashion, and in my opinion, fits this definition. The full year returns that will show up on December 2019 brokerage statements will be enhanced by the sharp sell-off the equity market experienced in the 4th quarter of 2018. But, even considering that fact, there is no question 2019 has been a good year for the broad markets, and some stocks have had spectacular runs.
The Personal Refi: the art of the personal finance, refinance
31 Jan 2020
Heading into the end of the year I often hear, and read, about aspects of finance that are readily overlooked. Budgets, charitable giving, credit cards, insurance, employee benefits, retirement contributions, property taxes, and the list goes on. Admittedly I used to not give ample attention to the majority of my personal financial life. Thankfully, I’m better educated on the topic than I used to be. I’ve grown to call this annual exercise the Personal Refi; partly because some items are legitimate refinance items, but also because we are simply revisiting our personal finances. Allow me to share some refinance items that my family is practicing as we head out of 2019 and into 2020.
The New Year is a perfect time to “Re-Balance”
9 Jan 2020
What is portfolio rebalancing? Put simply, the act of rebalancing ensures that your portfolio stays within your desired allocation over time. This is necessary because the assets in your portfolio will naturally change in value over time and the percentage relationship with one another will change as a result.
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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