Your goals. Our comprehensive plan.

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Windmill

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

cleaners

Business transition & succession planning

Business Owner in entryway

Advice for business owners & entrepreneurs

Retirement couple holding surfboards

Retirement planning

Man working on laptop during virtual call

Planning for a changing tax landscape

Three generations on beach

From success to succession

Three generations in apple orchard

Turn possibilities into a plan

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Josh Young

    Joshua Young

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        180 Market Street
        Suite 200
        New Albany, OH 43054
        joshua.m.young@ubs.com
        Joshua Young
        180 Market Street,New Albany,OH,43054
      • Brenda Bennett

        Brenda A. Bennett, CFP, CEPA, CRPS

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MO
        • MS
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV

        As a Financial Advisor, my most important role is to empower my clients to leave a lasting legacy. Whether guiding business owners through the transition to employee ownership or helping them craft strategic plans for retirement and wealth transfer, I am dedicated to ensuring that their financial goals align with their personal values and aspirations. Every day, I am motivated by the opportunity to make a tangible difference in my clients' lives, helping them navigate their financial journeys with confidence and clarity. My goal is to create holistic strategies that not only preserve and grow their wealth, but also support their broader life ambitions, including family, health and charitable causes. Through this approach, I strive to build lasting relationships and contribute meaningfully to the success and well-being of those who entrust me to serve their financial needs.

        With over 24 years of financial industry expertise and leadership, I specialize in advising business owners and their companies, leveraging my institutional and personal financial planning experience to guide clients towards their financial goals. Inspired by my father, a successful business owner, I developed a passion for helping business owners early on in my career and committed myself to excellence in the industry by earning the CERTIFIED FINANCIAL PLANNER certification, the Certified Exit Planning Advisor (CEPA®) credential and the Chartered Retirement Plans Specialist designation. My holistic approach helps business owners to transition to employee ownership and craft strategies for retirement and wealth transfer.

              180 Market Street
              Suite 200
              New Albany, OH 43054
              brenda.bennett@ubs.com
              Brenda A. Bennett, CFP, CEPA, CRPS
              180 Market Street,New Albany,OH,43054
            • Amy Baker

              Amy Baker

              Client Associate

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                      180 Market Street
                      Suite 200
                      New Albany, OH 43054
                      amy.baker@ubs.com
                      Amy Baker
                      180 Market Street,New Albany,OH,43054
                    couple on beachfront

                    UBS Wealth Way

                    Wealth from your point of view

                    An approach that works for your entire financial life
                    Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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