What Yeske Buie does

Yeske Buie is a privately held, SEC-registered investment advisor (RIA) headquartered in Vienna, Virginia, with a second office in San Francisco, California. The firm provides integrated wealth management services to ultra-high-net-worth individuals and multi-generational families with a $3,000,000 minimum new account size, combining financial planning and investment management under a single AUM-based fee. Its service offering is organized around three proprietary pillars — Live Big® Financial Planning (holistic, discovery-driven planning), Evidence-Based Investing (factor-based portfolio construction using Dimensional Fund Advisors institutional building blocks spanning market, size, and value factors), and Policy-Based Financial Planning® (decision-rule frameworks for navigating market volatility and life changes) — augmented by TheLiveBigWay® Safe-Spending System for retirement income management and an intergenerational Financial Literacy Program. The firm operates a sales-led, relationship-based go-to-market, acquiring clients via referrals, founder and partner thought leadership across Forbes, Barron's, InvestmentNews, and major broadcast outlets, and active leadership in the Financial Planning Association and Foundation for Financial Planning. As of January 1, 2026, following the retirement of founders Elissa Buie and Dr. Dave Yeske, Yusuf Abugideiri, Lauren Stansell, and Lauren Mireles serve as co-CEOs (C3Os) and the firm has rebranded to YESKEBUIE.

Name

Yeske Buie

Legal name

Yeske Buie Inc.

Website

https://yebu.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Yeske Buie is a privately held, SEC-registered investment advisor serving ultra-high-net-worth individuals and multi-generational families with integrated financial planning and evidence-based investment management under a single AUM-based fee (minimum $3M).

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Discretionary Portfolio Management (DPM) (FSAAABAC), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Financial planning advice
• Investment management
• Retirement income planning
• Estate planning services

Headquarters

HQ city

Vienna

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management (AUM-Based Fee): YeskeBuie's wealth management services combine financial planning and ongoing management of client investments under a single fee calculated as a percentage of invested assets. This is an integrated service model where the fee covers all aspects of the client relationship including planning, investment management, and ongoing reviews. The fee schedule is tiered by asset level, creating a recurring revenue stream that scales with client wealth.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

YeskeBuie provides fee-only, evidence-based wealth management and comprehensive financial planning services to ultra-high-net-worth individuals and multi-generational families with a $3,000,000 minimum new account size. Services integrate holistic financial planning (cash flow, tax, risk management, retirement, investment, and estate planning) with academic-research-grounded investment management built primarily on Dimensional Fund Advisors institutional mutual funds, all delivered through direct advisor relationships under a single AUM-based fee.

Product overview

Yeske Buie (renaming to YESKEBUIE) is a financial planning and wealth management firm offering integrated services through three core pillars: Live Big® Financial Planning (discovery-based holistic planning), Evidence-Based Investing (disciplined, academically-grounded portfolio management), and Policy-Based Financial Planning® (decision rules for staying the course). The Wealth Management service combines all three into a single-fee offering. Supporting modules include the Financial Literacy Program for Generations (age-appropriate financial education from age 3 through college graduation) and TheLiveBigWay® Safe-Spending System (retirement income strategy with guardrails). The firm partners with Dimensional Fund Advisors for portfolio construction building blocks and operates with a $3,000,000 minimum account size.

Differentiator

Problem solved

Functional benefit

Products and services

• Live Big® Financial Planning Holistic, discovery-based financial planning service covering cash flow and tax planning, risk management, retirement and goal planning, investment planning, and estate planning, developed for each client during the first year of the engagement and reviewed regularly thereafter. Designed for clients seeking a values-driven, big-picture planning approach.
• Evidence-Based Investing
• Policy-Based Financial Planning®
• Wealth Management (Integrated Service)
• Financial Planning for Generations
• TheLiveBigWay® Safe-Spending System

Quantifiable outcome

• Clients applying decision rules experienced 33-35 inflation freezes and 5-8 Prosperity Rule raises, versus only 2-4 Capital Preservation Rule reductions over 40-year retirements
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core.

• Foundation for Financial PlanningcoreStrategic or Co-development Partner · 1 January 2026Yusuf Abugideiri, C3O and Chief Investment Officer at YeskeBuie, joined the Foundation for Financial Planning's Board of Trustees in January 2026 after nearly a decade of service with the organization. His involvement began in 2018. Elissa Buie is a past Chair of the Foundation for Financial Planning and Dr. Dave Yeske sits on the Board of Trustees as Chair. The Foundation for Financial Planning focuses on pro bono financial planning and advancing the profession.
• Dimensional Fund AdvisorscoreTechnology or Integration · 1 January 1989YeskeBuie was one of the earliest adopters of the Dimensional philosophy and continues to work closely with Dimensional, which manages $915 billion. Dimensional provides institutional-class mutual funds that are a significant part of YeskeBuie's portfolio construction process, offering low costs, superior focus, and access to dimensions of worldwide returns identified through rigorous academic research. Dimensional was founded in 1981 by David Booth and Rex Sinquefield to apply academic research on capital market behavior to practical portfolio management, maintaining close links with the University of Chicago and other research centers. Dimensional's approach is firmly rooted in efficient markets belief, with portfolios employing passive strategy designed to capture return behavior of entire asset classes.
• Financial Planning Association (FPA)coreStrategic or Co-development PartnerMultiple team members hold significant leadership roles within the FPA. Elissa Buie is a past Chair of the FPA and a Dean for the FPA's Residency Program. Dr. Dave Yeske is a past Chair of the FPA (US), served as Practitioner Editor of the Journal of Financial Planning, chaired FPA's PAC in 2005 and 2006, and chaired FPA's Research Center Team and its Academic Advisory Council. Sydney Woodward serves as 2026 President of the FPA San Francisco chapter. The firm also participates in FPA's pro bono financial planning initiatives.
• Golden Gate University (GGU)coreStrategic or Co-development PartnerBoth Elissa Buie and Dr. Dave Yeske hold appointments as Distinguished Adjunct Professors at Golden Gate University's Ageno School of Business. They co-teach the capstone Cases in Financial Planning course. Dave served as director of the University's financial planning program for nearly a decade. Sydney Woodward earned her Master's in Advanced Financial Planning from GGU. The firm contributes to GGU's financial planning program through teaching, mentoring, and student involvement.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Fisher Investments: Large private investment management firm serving HNW/UHNW clients with discretionary portfolio management. Overlap on evidence-based institutional-style investing and Dimensional-like factor approach, at much larger AUM scale.
• Focus Financial Partners: Leading RIA partnership platform serving HNW/UHNW clients through hundreds of affiliated firms. Larger established incumbent offering the same wealth management and financial planning capabilities through a wide partner-firm network.

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA and wealth management firm focused on financial planning and investment management for HNW/UHNW clients. Similar integrated planning-plus-investment model with tiered AUM pricing and evidence-based philosophy overlap.
• Tolleson Wealth Management: Boutique private wealth management firm serving ultra-high-net-worth families with multi-generational planning focus. Comparable UHNW tier, family-office-style integrated service, and recurring AUM-based pricing.
• Edelman Financial Engines: Large fee-only RIA focused on financial planning and evidence-based investment management for HNW households. Closely comparable model — flat/planning fees plus AUM-based investment fees, integrated planning, and similar client tier.
• Savant Wealth Management: Fee-only RIA offering financial planning, investment management, and tax services to HNW/UHNW households. Comparable client minimums, evidence-based approaches, and integrated planning-plus-investing delivery model.
• Carson Group (Carson Wealth): Fee-only RIA serving HNW/UHNW clients with holistic financial planning and investment management. Overlap with YeskeBuie on client segment, planning-first philosophy, and recurring AUM-based fees; operates at much larger scale.
• Creative Planning: Fee-only RIA providing comprehensive financial planning and wealth management to HNW and UHNW individuals. Comparable holistic planning model, evidence-based portfolio construction, and recurring AUM fees.
• Mariner Wealth Advisors: Fee-only RIA platform serving HNW and UHNW clients with comprehensive financial planning. Similar integrated planning-and-investment service offering at higher AUM scale.

Emerging players

• RB Capital Management (Redwood Buck) / Orinda Asset Management-style RIAs: Smaller independent fee-only RIAs serving HNW clients with evidence-based, Dimensional-built portfolios and integrated financial planning — comparable boutique model and philosophy to YeskeBuie.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/yeskebuie
• Facebookfacebook.com/YeskeBuie

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Yeske Buie