Yahara Wealth Management LLC

Yahara Wealth Management LLC is a Wealth Management firm in Madison, WI, located at 725 Heartland Trail UNIT 205. The firm provides financial planning, investment management, and tax planning for physicians, retirees, and high-income professionals in Madison and beyond. It operates as a fee-only fiduciary with no commissions, employing CFP® Professionals to serve clients locally and nationwide. The business holds a 5.00 rating based on customer reviews.

Founding Partner Leonard Barry, MS, CFP®, brings twenty years of experience helping emergency physicians and others with complex income structures navigate financial decisions. He holds a BA in Classics from the University of Wisconsin-Madison and an MS in Personal Financial Planning from the College for Financial Planning. Partner Andrew Crone, CFP®, CAP®, integrates financial planning, tax strategy, and investment management into cohesive plans tailored to each client’s unique situation. The team is especially passionate about helping clients reduce taxes and give more effectively using advanced charitable planning strategies.

Services include retirement projections, education planning, insurance analysis, student loan strategy, and a clear roadmap for the financial future. Investment management focuses on low-cost, tax-efficient, evidence-based portfolios built with DFA, Vanguard, and others. Tax planning involves proactive strategies coordinated with the client’s CPA, including Roth conversions, distribution planning, and charitable giving optimization. The firm builds portfolios grounded in research and discipline, primarily using mutual funds and ETFs from firms focused on evidence-based investing to provide broad exposure across markets while keeping costs low.

The business maintains a positive rating from the customers who have reviewed it. This standing reflects the firm’s reputation for providing clear, coordinated financial plans that help clients move forward with confidence.

Yahara Wealth Management LLC brings specialized expertise in complex financial situations to the Madison community, offering fee-only fiduciary guidance to high-income professionals and retirees.

Yahara Wealth Management LLC sits on Heartland Trail, about a third of a mile from Emler Swim School West Madison and Pleasant View Road. The office is also roughly half a mile from Portofino Place, South Fork Pheasant Branch Creek, Junction Ridge Park, and the Junction Ridge neighborhood.

BizScoreAI assigns Yahara Wealth Management LLC a Performance score of 80 out of 100. This rating reflects how quickly the website loads, which keeps visitors on the page. This speed is one of the factors search engines use in ranking.