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Yeske Buie is an independent financial planning firm with offices in Vienna, VA, and San Francisco, CA. They are known for their evidence-based approach to financial planning and wealth management, and their unique 'Live Big®' philosophy, which encourages clients to align their financial resources with their life goals and aspirations. The firm provides comprehensive financial planning, investment management, and wealth management services to individuals, families, and institutions, emphasizing a long-term, client-centric partnership.
Serves as the primary operational hub for the East Coast, housing financial planners, client service teams, and administrative staff. It's a central point for strategic firm decisions and client engagement.
Professionally designed office space conducive to confidential client meetings and collaborative teamwork, equipped with modern technology for financial analysis and communication.
Emphasizes collaboration, continuous learning, and a deep commitment to client success. The culture reflects the 'Live Big®' philosophy, encouraging a balanced and fulfilling professional life for its team members.
The Vienna office is significant as one of the two core locations for Yeske Buie, co-founded by Elissa Buie, a prominent figure in the financial planning industry. It represents the firm's strong presence in a key financial and political hub.
Yeske Buie primarily serves clients within the United States through its offices in Virginia and California. While they may not have physical international offices, their expertise can support U.S. clients with international financial interests or U.S. expatriates, leveraging their knowledge of cross-border financial planning considerations.
8614 Westwood Center Drive, Suite 720
Vienna
Virginia
USA
Address: One Embarcadero Center, Suite 500, San Francisco, CA 94111
To cater to the dynamic and diverse financial needs of individuals and families in the technologically advanced and economically significant Northern California region, offering localized expertise and support.
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As of April 2025, Yeske Buie' leadership includes:
Yeske Buie has been backed by several prominent investors over the years, including:
Based on available public information, Yeske Buie has maintained a stable executive team with no major C-suite level hires or exits announced in the last 12 months. The firm often promotes from within for senior roles.
Discover the tools Yeske Buie uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Yeske Buie utilizes a common professional email format. The most likely structure is the first initial followed by the last name.
[firstinitial][last]@yeskebuie.com
Format
ebuie@yeskebuie.com
Example
90%
Success rate
Financial Planning Association (FPA) • October 26, 2023
Elissa Buie, CFP®, Co-Founder and CEO of Yeske Buie, was awarded the 2023 P. Kemp Fain Jr. Award by the Financial Planning Association (FPA). This award is the highest honor bestowed by the FPA, recognizing an individual who has made outstanding contributions to the financial planning profession....more
Yeske Buie Blog • September 13, 2023
Multiple team members from Yeske Buie, including Elissa Buie, Dave Yeske, Lauren Stansell, and Yusuf Abugideiri, were named among the Top Financial Professionals for 2023 by Northern Virginia Magazine, highlighting their expertise and commitment to clients in the region....more
Citywire RIA • July 12, 2023
Yeske Buie was recognized by Citywire RIA as one of the 50 fastest-growing Registered Investment Advisor (RIA) firms in America for 2023, based on percentage growth in assets under management, employees, and revenue....more
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