We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Yanke Financial, LLC is a practice with an outward focus. I credit my success to being true to my core values in serving the needs of others and developing trusting relationships with those I serve. It really doesn’t have to be more complicated than that.
Through my affiliation with Raymond James Financial Services, I have all of the capabilities of the big, name-brand brokerage firms. Yet my focus is a one-on-one relationship with individuals. Raymond James is here to help me help my clients.
I am proud to claim a professional heritage from A.G. Edwards & Sons, Inc. It was a unique firm headed by a special family. Our business philosophy was simply to trust that doing the right thing would be rewarded. We lived the Golden Rule – treating others as we wanted to be treated. Though the firm was lost through acquisition years ago, their legacy lives today in their family and those with whom they shared so much of themselves. I formed my firm in a modest attempt to build on this tradition. My business philosophy is simple:
Do unto others as I would have them do unto me.
Over the years, my business has come to be one of family and friends. I appreciate the trust and friendship so many have shown me and I look forward to the many years to come.