Yeomans Consulting Group, Inc.
Yeomans Consulting Group, Inc. is a registered investment advisory firm headquartered in Marietta, Georgia. Founded in 1995, the firm specializes in financial planning, portfolio management for individuals and small businesses, succession planning, and comprehensive retirement strategies. With fewer than 25 employees, Yeomans Consulting Group, Inc. serves individuals, high-net-worth clients, and small business owners—helping them craft holistic, goal-based investment and retirement solutions. The firm is recognized for its personalized fee-only advice and a track record of service to the metro-Atlanta area for over 30 years.
Investment Strategy
Yeomans Consulting Group, Inc. focuses on comprehensive wealth management with a fee-only, client-centric approach. The firm offers tailored retirement planning, portfolio management, tax strategies, and risk management designed around the client's risk profile and long-term financial goals. Their team employs both in-house and third-party expertise to maximize retirement outcomes, emphasizing personal service, transparent advice, and solutions customized to each client's financial journey. Their approach often includes succession and transition planning for business owners, aligning investment strategies with both business and retirement objectives.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 10.82% | $31.3M | 101,441 | $301.60 | $307.86 | +$23.3M |
I IAU | ISHARES GOLD TR | 9.16% | $26.5M | 364,162 | $44.40 | $72.77 | +$3.1M |
B BIV | VANGUARD BD INDEX FDS | 6.56% | $19.0M | 243,563 | $78.28 | $78.09 | +$5.7M |
Q QQQ | INVESCO QQQ TR | 6.15% | $17.8M | 29,559 | $474.03 | $600.37 | +$7.1M |
E EEM | ISHARES TR | 5.42% | $15.7M | 291,957 | $53.40 | $53.40 | +$15.7M |