Small town services with global resources

Dedicated to earning your trust

Our team is committed to providing families and business owners with strategies and investment opportunities designed to create and preserve wealth. We maintain a conservative investment philosophy while tailoring plans specific to each client’s individual financial needs. We pride ourselves on establishing long-lasting relationships by building trust, providing high level service, and maintaining the highest ethical standards.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Visit our Facebook page

If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Meet the team

Learn more about The Yingling Group

 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Latest Insights

Parents talking to child

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Family discussions should start early to successfully pass down both wealth and values.

Read more

Bulletin Board

Social Media

See footer below for group’s social profiles >

??Food Drive?? Our office in Westminster is collecting food for Carroll County Food Sunday now through August 15th. If you are able to donate, please see the flyer for further details. We appreciate your support!

Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!

Thank you to everyone who joined us for our flower event last week at The Hummingbird Chateau! ?? We loved spending the afternoon with you and creating beautiful arrangements with Flowers by Wendy Carol.