Businesses & Associations
Businesses & Associations

No matter if you are a small or mid-size organization, foundation, endowment or association, we provide the expertise you need to manage your assets confidently. As your trusted advisor, we can offer investment advice to grow your assets for future use or generate additional income.

YHB proudly serves for-profit, nonprofit and religious organizations and charities, trade and professional associations, corporations, foundations and endowments, community groups and service organizations, schools and universities, and trust accounts.

We don’t invest without a strategic plan that you will understand, believe in and can follow. When your business or association is welcomed into the YHB family, your mission is our mission.

YHB Wealth Advisors has joined Glass Jacobson Wealth Advisors! This means we will gain additional capabilities and resources through GJ Wealth Advisors. We are thrilled to be able to leverage an even larger network of resources for you. Please visit us at to learn more about our new services.

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