Build your financial foundation
for a life well-lived

Our mission

At YYA, we view money as a tool to help you create the life you want. We believe everyone deserves access to professional, unbiased advice. Our role is to create a customized financial plan that charts a path for you to build the resources, security, and, ultimately, the freedom to live life on your terms.

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Our approach

We offer personalized financial advice and take our role as a fiduciary seriously

Holistic

Advice on every aspect of your finances

Our detailed plans address every aspect of your financial life, from investing, to budgets, retirement & beyond.

Goal-Oriented

Focus on how you want to live

We talk through your near- and long-term aspirations, and ensure you have the financial foundation to get there.

Values-Based

Guidance that reflects what you care about

We take the time to understand who you are & what you value, so your finances align with what matters to you.

Independent

Fiduciary advice.  No selling, ever.

Our structure means no sales pressure.  We never make commissions.  Our advice always puts your interests first.

Our founder

Institutional experience. Independent perspective.

After over a decade investing on behalf of institutional clients, Kate founded YYA to bring principled, high-quality financial advice to individuals and families at key inflection points in their wealth-building journey

Kate Yearwood Young, CFA, CFP®

Founder & Financial Advisor

Kate has always had a passion for personal finance.  Growing up with a father who had a long career in asset management, Kate was fortunate to build a solid foundation in investing early in life.  After getting her first summer job at 15, her parents made her open a retirement account and deposit a portion of every paycheck.  Her father introduced her to investing in stocks and mutual funds, the magic of compound returns, and other concepts that she realized - much later - gave her the framework to make smart financial decisions after graduating from college and navigating the first years of her adult life.

Kate's career advising institutional and high net worth clients on alternative investment strategies provided an invaluable education in asset management.  However, as she continued to gain exposure, Kate became increasingly concerned that only the very wealthy or well-connected were able to access the type of nuanced financial analysis she had been trained to deliver.  She decided to launch YYA to bring the diligence, rigor, and expertise honed over the course of her investment career to individuals and families who want help optimizing their financial lives.


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195 Montague Street, 14th Floor
Brooklyn, NY 11201

Yearwood Young Advisors LLC is an SEC Registered Investment Advisor offering advisory services in NY, LA, NH & in other jurisdictions where exempted.

Our Form ADV and CRS are available here.