David Yvars

Background

About David Yvars

Concentrated in the areas of Trusts & Estates as well as Wealth Management and Retirement Plan Consulting, our Registered Investment Advisory (RIA) firm offers a full range of financial planning and wealth management services. We place great emphasis on giving unbiased, independent and objective advice to individuals, business owners and partners of firms. At The David J. Yvars Group, we have over 40 years of experience handling estate administrations, long term trusts and more complex situations such as removal of corporate trustees and trust and estate litigation. We also specialize in working with estate attorneys and fiduciaries in matters such as Intervivos Revocable Living Trusts, Receiverships and Charitable Trusts. We also provide financial planning and comprehensive wealth management services for beneficiaries and their families. In addition, our firm is specialized in providing consulting services related to retirement plan design and portfolio management services for retirement plan sponsors, business owners and partners of firms regarding their 401(k) and Cash Balance plans.