Youngs Advisory Group, Inc.
Tiller Private Wealth (formerly Youngs Advisory Group, Inc.) is an independent, fee-only registered investment advisory firm headquartered in Bethlehem, PA. Founded in 1996, it provides comprehensive wealth management and advisory services, specializing in financial planning and investment management for high-net-worth individuals, families, private business owners, corporate executives, and non-profits. The firm operates with a fiduciary standard and serves clients from Pennsylvania and Florida. It is known for highly personalized, objective advice, and tailored financial solutions. The firm is led by CEO John Youngs and employs a team of experienced professionals focused on helping clients achieve long-term financial goals and navigate complex decisions. The employee count is believed to be around 10.
Investment Strategy
Tiller Private Wealth pursues a comprehensive wealth management strategy focused on personalized planning and objective advice for high-net-worth clients. Their approach includes financial planning, portfolio management, retirement and estate planning, tax optimization, and risk management. Investment portfolios are crafted to maximize returns while aligning with client goals, utilizing a mix of individual securities and diversified funds. They emphasize relationship-building, proactive guidance, and adapting portfolios to evolving market and personal circumstances. The firm takes a fiduciary approach, avoiding commissions to ensure that clients' best interests are prioritized.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IXUS | ISHARES TR | 18.34% | $51.5M | 624,144 | $65.67 | $82.58 | +$3.8M |
S SPY | SPDR S&P 500 ETF TR | 15.07% | $42.4M | 63,585 | $423.18 | $666.18 | +$3.0M |
X XLK | SELECT SECTOR SPDR TR | 9.43% | $26.5M | 94,006 | $169.77 | $281.86 | +$2.3M |
R RSP | INVESCO EXCHANGE TRADED FD T | 8.37% | $23.5M | 124,043 | $152.59 | $189.70 | +$854.9K |
P PFFD | GLOBAL X FDS | 6.63% | $18.6M | 959,626 | $21.24 | $19.43 | +$802.5K |