YHB Investment Advisors, Inc.

YHB Investment Advisors, Inc. With each client, YHB develops a diversified portfolio that is individually tailored.

Test your estate strategy knowledge with this short quiz.
06/11/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Considering alternative investments? It’s critical to sort through the complexity.
06/09/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
06/04/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
06/02/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
05/28/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/26/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Business owners should consider a succession plan sooner rather than later.
05/21/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/19/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

We are so excited to be part of The Town of West Hartford, CT's America 250 celebration! YHB Investment Advisors is plea...
05/15/2026

We are so excited to be part of The Town of West Hartford, CT's America 250 celebration! YHB Investment Advisors is pleased to sponsor the printed copies of "A Self-Guided Tour of Notables & Memorials" at Fairview Cemetery, created by Town Historian Mary Donohue, that brings West Hartford's incredible history to life.

Grab a free copy at the Fairview Cemetery Office or the Noah Webster House and take a walk through 250 years of stories right here in our own backyard!

As part of West Hartford's America 250 commemoration, Town Historian Mary Donohue has created a guide to Fairview Cemetery, where many notable members of the community are buried. Fairview Cemetery chapel. Photo credit: Ronni Newton By Ronni Newton As West Hartford's America 250 Task Force determine...

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/14/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Address

29 South Main Street, Suite 306
West Hartford, CT
06107

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

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