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Our Firm

Founded in 1994, Yeo & Yeo Financial Services is comprised of a team of professionals who help individuals manage the long-term decisions to guide them on their journey of seeking wealth accumulation and preservation. We consider it an honor to help clients make sound investment decisions that can contribute to a secure future.

Wherever you want to go, we’ll help you get there.

A strong commitment to personal service sets Yeo & Yeo apart. With the client’s success in mind, we gather a team of professionals with strong technical capabilities and proactive perspectives to provide innovative solutions. We get to know our clients on a personal level, work to understand where their motivations lie, and craft plans according to their vision of the future. We will help you plan for the today, the long-term, and everything in between.

Yeo & Yeo’s financial advisors assist with investment planning, retirement planning, tax planning, insurance, education planning and concentrated stock. As an affiliate of Yeo & Yeo CPAs & Business Consultants, Yeo & Yeo Computer Consulting, and Yeo & Yeo Medical Billing & Consulting our firm is able to assist in all areas of business management including audit, tax business consulting, technology and medical billing. We are a part of a Michigan firm with a global approach and reach. We have the resources, industry specialization and capabilities of a national firm with the services and attention of a local firm.