Ed Rogers
I recently started working with an investment management company. They have helped me make informed decisions and achieve my financial goals. Highly recommended for anyone looking for quality services.
Questions about Evart Young And Hobbs Inv Mgt
What is Evart Young And Hobbs Inv Mgt?
Evart Young And Hobbs Inv Mgt is a Registered Investment Advisor (RIA) based in Redwood City, California, that manages over $269.9 million in assets under management and provides investment counsel for over $110.1 million in retirement plan assets as of December 31, 2025.
Who is the ideal client for this firm?
The firm was established in 1992 and specializes in forming lifelong partnerships by providing quality planning and investment advice, along with excellent client service for individuals, families, trusts, and pension plans.
How does a new client get started with the firm?
Clients can open accounts at Charles Schwab if they decide to become an EYH client, and the firm offers services such as retirement planning, financial planning, and strategic investment tax planning.
What is the firm's approach to educating its clients?
The firm's website states that it gently educates clients on how investments collectively work together to minimize risk and how long-term investing can meet financial goals.
Who are the key leaders at the firm?
Derek Hobbs, the firm's president and a partner since 2002, holds a Series 65 license and has been registered with the SEC as an investment advisor representative since 1996.
What are the backgrounds of the main advisors?
Carlos Perez, another Financial Advisor with an MBA from Harvard University, has been registered with the SEC since 1996 and founded the Perez Scholar-Athlete Foundation in 2015.
Where is the firm located and how can it be contacted?
The firm is located at 3 Lagoon Drive, Suite 155, Redwood City, CA 94065, and can be reached by phone at 650-802-0342.
What is the firm's Trustburn rating and review history?
The firm has a Trustburn rating of 4 out of 5 from 8 reviews, with the most recent feedback coming from December 2023.
What do reviewers say about the firm's performance?
Reviewers praise the team for being knowledgeable, professional, and proactive, with some noting that the firm has exceeded their expectations in terms of investment management services.
How long has the firm been managing pension plans?
The firm's website mentions that it has been advising and managing pension plans since 1986, acting as a co-fiduciary to 401(k) plans.
What is the firm's core mission?
The firm's mission includes helping clients manage, grow, and protect their personal wealth while being with them every step of the way.
What unique tax planning services does the firm provide?
The firm offers strategic investment tax planning, which includes stock options, tax harvesting, and plan selection, as part of its services.
What is the official website of Evart Young And Hobbs Inv Mgt?
The official website of Evart Young And Hobbs Inv Mgt is eyhadvisors.com.
AI-generated from reviews on this page. Verify anything important with the company directly.
Robin Wiley
Evart Young And Hobbs Inv Mgt is a great company to work with. The team is knowledgeable and professional. They provide excellent investment management services. I highly recommend them.
Ken Gibby
The investment management services provided by this company are exceptional. They have a great team who truly understands the market. I have been a customer for several years and have always been impressed with their expertise.
Jeff Kmiecik
👍 Evart Young And Hobbs Inv Mgt has exceeded my expectations in terms of investment management services. Their team is knowledgeable and proactive. I am extremely satisfied with their performance and would recommend them to others without hesitation.
Y
I am very impressed with the services provided by this investment management company. They have been instrumental in helping me grow my wealth. I would highly recommend them to anyone looking for expert advice.
23 Fleet St
👍 Evart Young And Hobbs Inv Mgt delivered outstanding investment management services. Their team is highly skilled and dedicated. I'm extremely satisfied with their assistance and will continue working with them in the future.
Robert Fortney
👍 Evart Young And Hobbs Inv Mgt is an amazing company. Their investment management services are top-notch. The team is highly professional and always available to address any concerns. I'm extremely satisfied with their services.
Margaret Bottazzi
I had a wonderful experience with this investment management company. They were very helpful and provided valuable advice. The service was top-notch. I will definitely recommend them to others.
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- Website
- eyhadvisors.com
- Phone
- 6508020342
- Address
- 3 Lagoon Dr
- Categories
- Investment management