Yabs expands into Steubenville
STEUBENVILLE – Jan M. Yabs has expanded his consulting business, Source & Summit Wealth Management, to Steubenville, where he has resided the past 10 years.
Yabs will offer asset management and risk planning services at his new office located at 401 Market St., Suite 808, as well as his main office in Centre Market, Wheeling.
“We do financial management, but we also plan for expected events,” said Yabs, a 2006 graduate of Franciscan University of Steubenville. “You can have the best portfolio in the world, but if you’re not protecting that plan, then the plan is not complete.”
Yabs, who is a certified financial planner, specializes in portfolio management, estate planning, long-term care solution and retirement planning.
“Our focus is on stewardship through education,” he said. “Really, it’s just helping people to become better educated, become more empowered to take care of their finances and their resources.”
In the financial planning business since graduating from Franciscan University of Steubenville, Yabs opened the local office in June.
“Steubenville is home, and it’s nice to have an office here,” he said.
He’s a member of the Wheeling and Jefferson County chambers of commerce, as well as the National Association of Insurance and Financial Advisors, the Financial Planning Association and the Investment Management Consultants Association. He’s also a member of the Certified Financial Planner Board of Standards.
Yabs offers a complimentary initial consultation to prospective clients. More information is available at his website, www.SourceFinancialAdvisor.com. Call (740) 461-4251.