Put Relationships First With Family-Oriented Planning
Clients often tell us, “It feels like we’ve known each other for years,” and that’s exactly the kind of relationship we aim to build. Our approach is rooted in family values: trust, loyalty, and being there when it counts. Many of our conversations happen across kitchen tables, not conference rooms, because we believe financial planning should feel comfortable, not intimidating. We’re here to be a steady presence in your life, and not just during market highs and lows, but through every season that matters.
Create A Plan That Reflects Your Priorities
No two clients are the same, and your financial strategy shouldn’t be either. From the first conversation, we take the time to understand what you value, where you are today, and where you want to go. Our planning process is thoughtful and personalized, helping align your goals with practical steps and smart strategies. Whether it’s building a retirement income plan, managing investments, or coordinating tax strategies, everything we recommend is tailored to your specific life, not some industry template.
Plan Confidently Through Life’s Milestones
Life doesn’t happen in a straight line, and your financial plan shouldn't either. Our service-minded approach means we stay proactive and responsive when life throws you a curveball. Whether you're buying a home, selling a business, navigating a health challenge, or planning a wedding, we’re here to help you think clearly, act confidently, and stay financially grounded through it all. We're not just here for “the plan.” We’re here for everything that comes after.
Shane Yoest
Shane began his career with BenchMark Advisor Networks in 2004 after graduating from Edinboro University of Pennsylvania. Since starting with BenchMark Advisor Networks, Shane has become a fully licensed Financial Planner and...
