Author: Lauren Mireles

Posted Nov. 01, 2021
The Live Big philosophy encourages making time to reflect on the people, places, and things that hold a special meaning in our lives. Building on this, the Give Big philosophy provides us with an extra nudge to not only reflect but also to share these...
Topics: Fun Stuff

Posted Sep. 30, 2021
We are very proud to announce that Ryan Kelly has officially earned the CFP® Certification! Ryan has dedicated years to studying and practicing financial planning in pursuit of becoming a CERTIFIED FINANCIAL PLANNERTM professional and as of September 24, 2021, his hard work has earned...
Topics: YeBu® News & Events

Posted Sep. 02, 2021
In 2018, Alishia DuBois joined the Yeske Buie team as a Financial Planning Resident, a three-year position in which an aspiring financial planner serves Clients under the mentorship and supervision of a CFP® in pursuit of becoming a CERTIFIED FINANCIAL PLANNER. In what seems like...
Topics: YeBu® News & Events

Posted Aug. 19, 2021
The Yeske Buie team is looking forward to serving you from our offices again starting in September! As you may expect, we’ve implemented a few new office protocols to maintain a safe space and healthy environment for you and our team. We feel it’s important...
Topics: YeBu® News & Events

Posted Jul. 22, 2021
We’ve used this space before to bring your awareness to phishing and smishing campaigns that can expose your personal information, and today we’re writing to share about vishing campaigns. Vishing, or voice phishing, refers to scams conducted via phone, and we’ve recently learned of a...
Topics: Cybersecurity

Posted Jul. 22, 2021
We are so proud to share that Ryan Kelly has passed the CFP® Exam! After logging more than 250 hours of study time over the past three months, Ryan learned more than just financial concepts. He also learned more about himself and gained a deeper...
Topics: YeBu® News & Events

Posted May. 26, 2021
Our strategic partners at Dimensional are celebrating their 40th anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely...
Topics: Dimensional Fund Advisors, Economy and Investing

Posted May. 11, 2021
The Yeske Buie story is all about relationships. In fact, even Yeske Buie’s origin story is built on relationships – our Founders were life partners before they became business partners! While some have suggested that the 2008 merger was inevitable following their 2006 marriage, Elissa...
Topics: YeBu® News & Events
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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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