Welcome

Yermish Financial Management, LLC. is an independent financial services and life insurance consulting firm. As an independent firm, we offer objective strategies that do not involve the sale of any proprietary products. Our clients include small and mid-sized businesses, high net worth individuals, their families and we have a strong concentration of clients in the healthcare field.

We are unique in our personal approach and in the collaborative relationship that we form with each of our clients. Together with our clients we establish individual priorities, develop an appropriate plan of action, and implement a customized tax-efficient investment strategy that strives to achieve desired results.

Our mission is to help our clients realize their financial goals while minimizing their exposure to unnecessary risk. We focus on builiding portfolios to help address their needs while emphasizing the pursuit consistent returns.