About PHIL A. YOUNKER & ASSOCIATES, LTD.
PHIL A. YOUNKER & ASSOCIATES, LTD. is a leading financial advisory firm with a strong reputation for providing expert financial guidance to clients. With over 20 years of experience in the industry, the firm has built a strong foundation of trust and expertise that sets it apart from other advisory firms.
How does the advisor help clients – Key Takeaways:
• Provides personalized and comprehensive financial planning services
• Offers a wide range of financial services to meet clients’ individual needs
• Has a team of experienced and knowledgeable advisors to provide expert guidance
• Uses a holistic approach to financial planning, taking into account clients’ current financial situation and long-term goals
Facts and Insights
PHIL A. YOUNKER & ASSOCIATES, LTD. has consistently provided top-notch financial advice to clients over the years. The firm’s success can be attributed to its expertise and commitment to helping clients achieve their financial goals. With a strong track record of success, the firm has become a trusted partner in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Note: These numbers are publicly available and subject to change.
Financial Services Offered
• Personal financial planning
• Retirement planning
• Investment management
• Estate planning
• Tax planning
• Insurance services
Client Types
PHIL A. YOUNKER & ASSOCIATES, LTD. caters to a diverse group of clients, including:
• High-net-worth individuals
• Small business owners
• Families
• Professionals
The firm’s services are tailored to meet the unique needs of each client, ensuring personalized and effective financial planning.
Fees & Compensation
PHIL A. YOUNKER & ASSOCIATES, LTD. offers fee-based financial planning services, meaning that clients pay a set fee for the services they receive. This fee structure allows for transparency and ensures that the firm’s advisors are working in the best interest of their clients. The firm does not receive any commissions for selling products, eliminating any potential conflicts of interest.
Background
The founder and president of PHIL A. YOUNKER & ASSOCIATES, LTD., Phil A. Younker, has over 30 years of experience in the financial industry. He is a Certified Financial Planner™ (CFP®) and holds a Master of Business Administration degree. His expertise and dedication to helping clients achieve their financial goals have earned him a stellar reputation in the industry.
Financial Advisor Disclosures to Know
As a financial expert, Phil A. Younker and his team at PHIL A. YOUNKER & ASSOCIATES, LTD. abide by the highest ethical standards and always act in the best interest of their clients. The firm takes great care in disclosing any potential conflicts of interest to ensure complete transparency.
With a focus on personalized and comprehensive financial planning, PHIL A. YOUNKER & ASSOCIATES, LTD. continues to be a leader in the financial industry, helping clients achieve their financial goals and secure their financial future.