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.
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We offer a complimentary meeting to see if our services are right for you.