Phil A. Younker & Associates is a unique investment advisor firm providing customized investment management to individuals, families, and institutions. Our office is locally owned and managed with an emphasis on creating lasting client relationships.
We pride ourselves in being independent and utilizing the best institutional research, industry experience, and expertise. Our advisors work together to find the best possible investments and strategies than put that knowledge to work for you.
Your advisor will meet with you one on one as often as you like and will keep you updated through statements, emails, and phone calls. We work as a boutique firm providing customized service and account management to a select group of clients.
At Phil A. Younker & Associates we value the opportunity to get to know our clients and their families allowing us to make the best possible investment decisions. We have worked with many of our clients for over 20 years and are honored to assist them with the many complicated financial transitions we all face. From marriage, college savings, retirement, estate planning, to a complicated financial form, as your advisor we are here to help.
At P Y & A we work with your accountant, attorney, and banker to help you through the myriad of life's transitions. We can assist you in making financial decisions during marriage, divorce, retirement , relocation, etc. Our clients appreciate the ability to meet with us in person or over the phone anytime.
We believe in diversification to reduce asset class risk, but also believe in selectively exploiting asset class opportunities. We make sure the risk you take in your portfolio reflects your true goals and comfort level.
We have full access to your accounts and are able to trade at anytime. We do not need to contact you for each trade or reallocation allowing us to make tactical decisions on a moments notice. You also have the benefit of contacting us directly if you would like to withdraw funds from your account, or make changes that would normally require you to contact the broker dealer or custodian directly.
We serve a diverse group of clients through out the U.S. What they share in common: An insistence on trustworthy, expert advice with no strings attached.
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