First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession planning and fixed income investments.
“Just as a yellow cardinal is unique in nature, the Yellow Cardinal brand expresses our aim to help clients live a one in a million life, with tailored wealth management solutions to help them reach their personal and business financial goals,” said Greg Harris, president of Yellow Cardinal.
Latest Fintech News: Wedge Partners with Sila Adding Speed and Security to Smart Debit Card
Already with $3.3 billion under management and care, and another $1.7 billion in its retail brokerage platform, Yellow Cardinal is a well-established team of experienced wealth management professionals that will continue to enjoy strong financial backing as a division of First Financial Bank.
Harris explained that Yellow Cardinal stands apart because of its distinctly broad set of wealth management offerings and its close relationship with First Financial Bank. Yellow Cardinal offers business succession planning, personal financial planning, investment management, trust and estate management, retail brokerage and corporate retirement plan services. The group’s new capabilities in succession planning position it particularly well to help business leaders.
Latest Fintech News: FactSet Completes Acquisition of CUSIP Global Services
“Unfortunately, many company owners do not have a succession plan, exit strategy, or even a personal financial plan,” Harris said. “Some delay their long-term planning because of the time and effort required to find the right advisor. The Yellow Cardinal advantage is our ability to provide comprehensive, seamless support for individuals across a wide range of financial services, including our wealth management solutions and First Financial’s full spectrum of banking services. From a business line of credit all the way through legacy planning, we can handle all of those needs under one roof.”
Yellow Cardinal Advisory Group is built on over 90 years of history in investment advisory services. Headquartered in Cincinnati, Yellow Cardinal serves clients nationwide.
Latest Fintech News: TabaPay Announces Investment from SoftBank Vision Fund 2
[To share your insights with us, please write to sghosh@martechseries.com]
