The advice you need on the investments you need to make.

Mutual funds. Stock in individual companies whose success you’d like to share. Bonds. T-bills. Annuities. 401(k) management. Now you can keep all your financial business under one banner: York, Dillingham & Company.

On September 1, 1997, State law was amended to permit Tennessee certified public accountants to manage and review client investment portfolios, in association with brokerage firms. This is not only efficient, it makes perfect sense. We’ll know your goals and what it’s going to take to get there.

Personal Financial Planning

Your business should not only take care of you financially during the years you are actively involved, but in your retirement, as well. We have the knowledge and experience to manage all the components of a comprehensive personal financial plan.

Investment Portfolio Management

We not only advise you on the best investment strategies to fulfill your financial goals, we assist with investment selection, management, and research, then periodically review the performance of your portfolio with you.

Succession Planning

If you’re the owner of a family business, you’ll get the help you need to plan for a smooth changeover at the helm long before you plan to retire.