Author: Lauren Mireles

Posted Aug. 01, 2024
Yeske Buie is pleased to recognize Will Tracy for his recent success in passing the CFP® Exam. This accomplishment fulfills one of the four requirements to earn the CERTIFIED FINANCIAL PLANNERTM designation. In light of his accomplishment, we asked Will a few questions to learn...
Topics: YeBu® News & Events

Posted Aug. 01, 2024
Each year, the entire Yeske Buie team gathers in person for our Annual Staff Retreat. The time together serves as an opportunity to discuss our vision and goals for ourselves, for our Clients, and for the firm, and to strengthen our relationships so that we...
Topics: YeBu® News & Events

Posted Jul. 18, 2024
Since its inception, Yeske Buie has hosted interns from all over the world. One of our summer 2024 interns is Grant Barlow. Grant is a rising senior at Virginia Tech and is pursuing dual Bachelor of Sciences degrees in Finance, concentration in Corporate Finance, and...
Topics: YeBu® News & Events

Posted Jun. 06, 2024
Chantal Perez has joined the Yeske Buie team as an Executive Assistant in our San Francisco office, and her positive attitude and can-do mentality have already resulted in strong support for our team. Chantal brings over a decade of experience in the financial services industry...
Topics: YeBu® News & Events

Posted Jun. 06, 2024
For over 40 years on Memorial Day Weekend, The Rotary Club of Vienna has been running the Viva! Vienna! festival for charity just down the street from our office. The festival has given over $3.1M to charities in our local community in its lifetime. Our...
Topics: Give Big, YeBu® News & Events

Posted Jun. 06, 2024
As the clock ticks down to Election Day 2024, our thoughts on the impact of the election on markets and the economy are getting some media attention. Financial Advisor Magazine writer, Jacqueline Sergeant, attended our recent live webinar, Election Season: Does the Market Care Who’s...
Topics: Yeske Buie in the Media

Posted May. 09, 2024
Welcome to Featured Favorites, a special feature with a goal of highlighting the diversity of thought and interest on the Yeske Buie team and in the Yeske Buie community at large. Today, we want to focus on the impact of that diversity, dedication, passion, and...
Topics: Featured Favorites

Posted May. 09, 2024
We’ve said it before (like in the posts below), but we think it can’t be said enough: financial planning is so much more than numbers. Financial planning done right is about building deep relationships with our Clients, constantly learning who and what matters most, and...
Topics: Webinars and Videos
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Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
San Francisco Bay Area
220 Montgomery Street, Suite 900
San Francisco, CA 94104

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About

At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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