“We’re passionate about helping you pursue your most important financial goals. We believe our clients choose us because they know how committed we are to delivering for them.”
— The Banas-Yu Wealth Management Group
At The Banas-Yu Wealth Management Group, we’re a deeply experienced team with a passion for solving your financial challenges. We understand the complex needs of corporate retirement plan sponsors, multigenerational families and business owners. For more than 25 years, we’ve proudly worked together to bring our clients thoughtful, customized solutions encompassing all aspects of their financial lives. Our team is comprised of nationally recognized industry leaders with diverse backgrounds, including a female partner who is fluent in Mandarin Chinese.
We are a planning-based team. As such, each relationship begins with conversations that deepen our understanding of your goals and how we can help you achieve them. Whether we’re advising a plan sponsor on fiduciary responsibilities or an individual investor on multigenerational wealth strategies, we work closely with you to create a fully integrated plan.
Our level of caring has earned our clients’ lifelong trust and confidence, with many relationships that span over 20 years. Accessible and highly responsive, we are always available to resolve a question or concern. You also gain access to the global resources and thought leadership of UBS, one of the world’s leading wealth management firms.
Bob Banas, Limei Yu and team have been recognized as industry leaders.
- Financial Times Top 401 Retirement Plan Advisors, 2015, 2016
- Financial Times Top 401 Retirement Plan Advisors, 2015, 2017
- NAPA Top Women Advisor List, 2017, 2018
- Working Mother Magazine Top Wealth Adviser Moms, 2017, 2018
- PLANADVISER Top 100 Retirement Plan Advisers, 2014
Retirement plan and institutional consulting services
Experienced in managing plan complexity
As senior retirement plan consultants, we provide comprehensive services to help you manage your corporate plan in the best interests of your participants—so that you can help them achieve their retirement savings goals.
We help you keep pace with changing regulations, stay on top of requirements and manage your fiduciary responsibilities. Whether we’re evaluating plan fees or creating a strategy for participant financial education, our retirement plan experience and specialized knowledge can help make your plan stronger for you and your employees.
Our services are transparent, direct and always focused on better outcomes. We can advise you on:
- Plan health. We apply thoughtful, relevant strategies to optimize your plan.
- Fiduciary governance. To help you meet your fiduciary responsibilities, we provide investment advice as an ERISA fiduciary.
- Retirement readiness. We help ensure your employees make informed financial decisions by preparing a comprehensive and customized financial plan for each plan participant.
As institutional consultants, we have a deep understanding of the challenges of running a large institutional investment program. We are driven to provide the objective advice and innovative strategies your organization needs to succeed.
Learn more on how we can help you manage your participants’ corporate plan
Personal wealth management
Multigenerational planning for families
When it comes to meeting the financial priorities of affluent families, we help many clients with common concerns around retirement-related goals and tax minimization. From our years of experience serving generations of investors, we are well-positioned with advice and a well-thought-out course of action.
Based on a thorough understanding of your needs, we can help as you seek to:
- Retire comfortably with a plan that will evolve with your changing life
- Lower portfolio volatility while enhancing returns
- Manage a tax-efficient investing strategy
- Engage with the next generation in responsible financial stewardship
- Address diverse liquidity needs
Guided by your plan, we provide a variety of customized investment solutions. Beyond traditional investment strategies, we offer access to more sophisticated solutions, such as hedge funds, alternative investments and structured products. We design strategies that are completely aligned with your investment objectives and risk tolerance.
Learn more about our wealth management capabilities for affluent families