YHC Wealth Management Group

05/19/2026

Yvan was recently featured in Forbes with a new article: "Where Successful Business Owners Can Quietly Get It Wrong."

The article discusses common planning mistakes successful business owners and families can make when managing wealth, growth, and long-term transitions.

Click the link below to read the full article.

forbes.com

05/13/2026

03/09/2026

We're honored to share that YHC Wealth Management has been named to the Forbes 2026 Best-in-State Wealth Management Team. 🏆✨

What makes this recognition especially meaningful to us is that it reflects more than performance. It represents the collaboration of our team, the care we bring to every client relationship, and our commitment to building thoughtful, personalized financial plans. 📈

We're incredibly grateful for our team and for the clients who place their trust in us every day. Thank you for allowing us to be part of your financial journey. ❤️
We look forward to continuing to serve our clients and helping families plan for the future with confidence.

2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.

03/04/2026

Here are five key mistakes business owners should avoid to achieve a more successful exit.

02/18/2026

Key considerations when preparing to sell your business.

02/04/2026

Planning to exit your business within the next three years? Start with this high level checklist to get you started.