YGC Wealth logo

YGC Wealth

Updated today

Client assets under management

$15,062,769

Clients

37

0% high-net-worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

37

High

Average account size

$407,102

About

YGC Wealth provides financial planning and discretionary investment management to individual clients (including those with complex wealth needs), small businesses and sole proprietors, and senior executives. The firm’s service menu includes comprehensive and limited financial planning, strategic business financial planning, executive consulting for clients with complex compensation arrangements, and discretionary portfolio management that is offered only alongside a planning engagement.

The firm emphasizes long-term, passive investing and diversified asset allocation, building client-specific Investment Policy Statements and deploying mutual funds, exchange-traded funds, stocks, and bonds. It uses asset-based advisory arrangements common among independents, while also bundling investment management with planning for smaller investable accounts.

Distinctive aspects include an expanded focus on Executive Consulting tailored to senior executives and a practice structure that requires a financial planning engagement before discretionary management is accepted. The principal also conducts separate consulting and content-creation activities outside the advisory practice, and the firm has recently updated its custody and transfer practices to permit third-party transfers via standing letters of authorization.

Client services

Financial planning Portfolio management

Occupation focus

Executive Founder/Business Owner

Demographic focus

Mid-Career Professionals

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Fee options

Project-based

Limited Financial Planning Services: $375 per hour

Other

Minimum fee: Comprehensive Planning Services: minimum annual fee $7,500 for individuals, $10,500 for couples; Strategic Business Financial Planning Services: minimum annual fee $10,000; Executive Consulting Services: minimum annual fee $12,000 Fee-only: Limited Financial Planning Services: $375 per hour (hourly fee negotiable)

Main office location

YGC Wealth

Upper Marlboro MD, United States

Number of offices

1

Most active in

Maryland · New York · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Rianka D

CFP®

Upper Marlboro, MD

YGC Wealth

Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Young Families Established Professionals Gen Y/Millennials (Born 1980-1995)
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