Yates Financial Planning, LLC

Yates Financial Planning, LLC is a Fee-Only Investment Advisor registered in the state of Florida.  We work with clients from all walks of life to transform their personal finances into a source of peace, freedom, and happiness. So, wherever you're starting from in your financial understanding or wealth building, you're welcome here.  Why? I firmly believe everyone should have access to a financial planner who has their best interest in mind as they prepare for their futures. 

Through our collaboration, I strive to create an open environment where your financial questions are welcomed, your concerns will be explored, and your vision will be  imagined.  My goal is to not only prepare a personalized plan with clear steps for you to take but to increase your financial knowledge along the way.  My  clients are those who seek an active role in their financial lives and are ready to be involved in building the futures they wish to see and the clarity they want to feel.