Erich Yost, Cfa Email & Phone Number

I work with busy families that want to grow their net worth to $5MM+. If you feel concerned about how your evolving lifestyle is impacting your financial future and want to feel confident you’re on the right path, get in touch 👉 eyost@juntowealth.com!MY STORYThroughout my career I have seen a consistent lack of succession planning in the wealth management industry. As the industry consolidates, I’ve grown increasingly worried about my professional future and whether clients can expect long-term stability from their wealth management firm.It’s no wonder why so many families have such a hard time finding a trusted financial advisor to guide them over the long haul. The reality is there are plenty of firms that are more focused on their profitability and business growth rather than their client experience.I’ve realized that there is a better way to ensure clients receive consistently strong advice over the long-term. That’s why I’ve partnered with Scott Pulsifer and the Junto Wealth team, an independent wealth management firm dedicated to understanding and solving financial problems for clients.WHAT IS JUNTO WEALTH?Junto Wealth is an independent financial planning & investment management firm located in Philadelphia.The word ‘Junto’ means together. ‘Junto’ also refers to any group or gathering that is focused on collaborative pursuits.Our goal is to serve as a financial friend on life’s journey. We value your story, not just your numbers.WHAT ARE SOME OF OUR SERVICES AT JUNTO WEALTH?✅ Personalized Financial Life Planning✅ Cash Flow Planning✅ Tax & Debt Planning✅ Risk Management✅ Investment Management✅ Estate Planning and more…YOU ARE IN THE RIGHT PLACE!If you want to grow and secure your family’s legacy through the next generation, you’re going to need a partner to ask the right questions and marshal the necessary resources for years to come. Let me show you how!ABOUT MEYou can think of me as your financial doctor. I have a passion for solving problems for families on their path to achieving $5MM+ of net worth.👉 Wealth Manager to $100MM+ Families👉 Investment Expert - CFA Charterholder👉 Estate and Tax Planning Facilitator👉 Board Member to Local Nonprofits Serving ChildrenHERE'S YOUR NEXT STEPSBook a one on one discovery call with me focused on understanding your financial concerns. I'll help you articulate your most pressing financial problems and solve them together!Investment Advisory products and services are being offered through Almanack Investment Partners, LLC an SEC-registered investment advisor.