Personalized Financial Planning

Strategic advice and planning for managing, preserving, and growing wealth. We provide personalized investment strategies and holistic advice to support your financial future.

Since we opened our office in 1947, we set off on this mission to do right by our community. And today, those founding principles are as relevant as ever. For us, it’s more than just wealth management, tax auditing or accounting – it’s about building up the people who call this region home. We work together to discover the right path going forward. We listen, we learn, and we strategize. Because here, you’re never a client, but an extension of our team and community.

PERSONALIZED PLANS, PLANNED BY PEOPLE

It would be simple to put your information into a spreadsheet and allow the formulas to do the work. But true growth requires so much more. At Yount, Hyde & Barbour, we build teams tailored to your goals. Because truthfully, we’ve never been comfortable with uniformed solutions. Instead, we pull from our collective expertise to design a sophisticated blueprint for your financial future.

Our Services:

AT THE HEART OF IT ALL

Our commitment to the community stretches far beyond checks and balances. Both as a firm and individually, supporting local causes remains at the core of everything we do. But we look at it as more than simply “giving back.” By helping charitable organizations fulfill their missions, we’re collectively creating a better community experience. Below is just a small snapshot of the organizations with proudly collaborate with.