YellowBrickRoad Financial Advisors

They are friendly and sincere and really good! They are financial advisors that can scale from small business people like me, new-​to-​financial-​planning-​couples-​and-​individuals (as we once were), to gazillionaires… and i liked they way they always made us feel welcome and special… even though we were at the opposite end of the spectrum from the gazillionaires. my small business planning benefited from their advice, our retirement planning has grown very nicely under their stewardship, and we feel very comfortable that they will continue to position us/​our finances in order for us to reach our goals. we have grown our financial reserves within the confines of our social and ethical guidelines (you can tell them to only invest in environmentally positive investments for example) and they are very supportive of our moral choices. we’ve worked with them for over 15 years, and i couldn’t recommend them more highly…

I have terminated my 20-​year affiliation with Mr. Ohmer and Yellow Brick Road
My portfolio with has been flat for the past 5 years.
While all my friends’ portfolios have recovered from the ‘Big Short’, my YBR portfolio NEVER recovered. It has remained about half of what I started with, 20 years earlier.
YBR has consistently UNDER-​PERFORMED compared to other portfolios I have compared against mine.