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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
The FED Tries to Extend the Dance
20 Feb 2019
The change in stance by the Federal Reserve from its announced plan in late December to continue hiking interest rates and reducing its balance sheet in 2019, to its early January announcement that it may have reached rate "normalization' already and will be open to adjustments to its balance sheet going forward, means Powell has fallen into line with his predecessors to provide a protective "Put" to equity market valuation levels.
Recent Market Volatility | What you need to know.
12 Oct 2018
The recent increased volatility and sharp declines in the equity markets may be causing you some anxiety and as a result you may have feelings of uncertainty about your investments. I am writing to you today in the hope that I can help satisfy some of your concerns.

You might be wondering what has suddenly changed to cause this increased volatility in the markets and pushed the broad indexes sharply lower. While the precise driving factors will probably never be known for certain, it is very likely that a combination of factors are behind the most recent movements. These factors have been present and recognized by investors for some time, but as is true of many things in life, they weren't really focused on, until they are suddenly deemed important.
When can I retire? More importantly, when do I want to retire?
28 Sep 2018
Everyone in the world, regardless of their current net worth, has some perspective on retirement. The breadth of their perspectives range from working by choice, satisfying their compulsive travel habits, or simply enjoying a quiet life at home. The ebb and flow of life, political climates, and economic events often dictate varied shifts in when we believe we are capable of retiring, or altogether even begin to take the steps to plan for it. Yet should these events really dictate so much of the steps we do or do not take in planning for our retirement?
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CLEAR FORM
Our Locations
LEESBURG
WINCHESTER
MIDDLEBURG
RICHMOND
CULPEPER
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