127 West 5th Street, Marysville, OH 43040

937.645.5082
Jon@yellowfinchfinancial.com
View My Calendar
Yellow Finch Financial LLC Home
Yellow Finch Financial LLC Home
  • Home
  • Who We Are 
    • Our Process
  • Our Services
  • Resources 
    • Vodcast
    • Market Update
  • Access Your Account
  • Contact Us
View My Calendar

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Have A Question About This Topic?

Thank you! Oops!

Related Content

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?

Contact

Office: 937.645.5082

127 West 5th Street

Marysville, OH 43040

Jon@yellowfinchfinancial.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Yellow Finch Financial, LLC 127 W 5th Street, Marysville, OH 43040 | P 937.645.5082

Fidelity Investments® (Fidelity) is an independent company, unaffiliated with Yellow Finch Financial or Orion. Fidelity Investments is a service provider to Yellow Finch Financial. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Yellow Finch Financial and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Third party marks are the property of their respective owners. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1233573.1.0

Advisory services offered through Kintra Wealth, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through McCarthy & Cox, LLC.

Investments are not FDIC – or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. 

Privacy Policy | Form ADV 2B