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Far too often clients of professional advisors have to bounce around from one advisor to another in order to obtain the opinion of one about the other’s advice. This forces the client to then have to go back and forth until a final resolution and solution can be found so the client can move forward and solve their goal or challenge. Our belief is there is a better way that is much more efficient, fee-effective and much more likely to result in better outcomes.
Clients’ professional advisors must collaborate so we are all working effectively and efficiently in the best interests of our mutual clients. Working in silos without collaboration leads to miscommunication, inefficiencies and ultimately higher fees for our clients.
CPA's and financial advisors have not always had the best of collaborative relationships. The accounting community has been rightly skeptical of some of the sales tactics that many of the large brokerage houses, banks and insurance companies have used over the years. Additionally, accountants have historically led all aspects of their clients’ financial lives and have not embraced the opportunity a collaboration with a respected financial advisory firm can provide.
At Yerba Buena Financial Partners, there are no “sales tactics” or endorsement of any schemes that will put our mutual client’s affairs into a grey area that may lead to problems in the future and erosion of the trust you have worked so hard to build. Our genuine independence, built from the ground up to be conflict-free, only supports our methodology to act as an advocate for our clients; best interest.
With over 20 years of experience in the financial industry, Andy recognizes the value of long term trusted relationships and look forward to the opportunity to help you add value to your clients’ financial future. Our collaborative technology can help keep you informed and improve alignment of our work with your work and the client’s goals.
Our commitment to our fellow trusted advisors: Doing our good work should result in your client thanking you for introducing them to Yerba Buena Financial Partners within 1–3 years of our engagement with them as a client.
We can provide advice and services for/regarding:
Let’s meet in person to help you understand who we are, what we do, and how we work with trusted professionals like you.
While our comprehensive financial planning services do outline tax ramifications, we do not provide tax advice. We refer our clients to their qualified tax professionals for tax advice for their specific situation(s).
As an attorney, you may work with clients who need assistance with estate planning or other financial issues. Yerba Buena Financial Partners uses state of the art technology to analyze and present complex estate and charitable planning techniques. Our software employs multiple scenario planning with side-by-side graphical analysis to help your client understand your proposals and the ramifications thereof. But as a busy professional, you may not have the time or resources to provide the comprehensive guidance they need, particularly when it comes to issues related to wealth management. Yerba Buena Financial Partners can help. As advisors with 30 years of experience in the financial industry, our professionals can work with you and your clients so that they are better able to take control of their financial life.
We can help your clients with a range of issues, including:
Let’s meet in person to help you understand who we are, what we do and how we work with trusted professionals like you.