Investment Advisor Representative
Lance Yurich has a diverse background that allows him to serve clients with an array of needs. As an investment advisor representative, he specializes in risk management, asset protection, and estate and succession planning. He is also registered with the U.S. Internal Revenue Service as a Registered Tax Return Preparer, where his work’s focus is income tax preparation and planning.
Lance has worked in the investment business since 1991, when he co-founded Yurich Financial Group. The firm specializes in assisting individuals, families, trusts and estates in the preparation of income taxes and estate taxes, as well as estate administration.
A graduate of Ohio University with a bachelor’s degree in accounting, Lance has the business background needed for both the investment and tax disciplines. He lives in a suburb of Cleveland, Ohio with his wife Wendy and their three children. In his spare time, he enjoys watching sports, boating and supporting his children’s sports teams.