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Our Story
More than century of serving and just getting started
Founded on possibilities
In 1923, James J. Yeo and his son, W.L. Yeo, later joined by Lloyd Yeo, entered into a partnership for the purpose of practicing public accounting in Saginaw, Michigan. The Yeo family shaped the firm’s reputation for integrity and personalized service, steadily growing from a small accounting partnership to a family of companies with more than 250 employees in nine locations across Michigan.
Today, Yeo & Yeo is among the leading accounting, tax, audit, technology, medical billing, wealth management, and advisory firms in the nation. Yeo & Yeo is a trusted partner for organizations and individuals seeking to achieve their specific goals on their unique paths. Driven by a vibrant, people-first culture, the firm is dedicated to solving challenges through its four distinct but connected businesses: Yeo & Yeo CPAs & Advisors, Yeo & Yeo Technology, Yeo & Yeo Medical Billing & Consulting, and Yeo & Yeo Wealth Management.
Our Mission & Values
Our mission and values are the foundation of everything we do, driving meaningful partnerships that empower success, foster trust, and uplift our communities, ensuring that together, we thrive with purpose and integrity.
What makes us different?
We are driven by empathy, possibility, agility, and enthusiasm. Whether it’s through one of our four Yeo & Yeo companies or our Foundation, we’re here to help our clients, our colleagues, and our communities thrive in every way possible. We are here with you.
Empathy
Empathy
We listen intently and respond authentically. We hear our clients’ goals and anxieties and alleviate them through knowledge, experience, and kindness.
Possibility
Possibility
Whatever your chosen path, wherever you’d like to go, Yeo & Yeo is a catalyst and confidant to help you get there.
Agility
Agility
What sets us apart is our ability to adapt perfectly to the size, scope, and needs of our clients. The right expertise for our clients’ exacting situations.
Enthusiasm
Enthusiasm
We wake up every morning thinking about the things that keep you up at night. Our enthusiasm for helping is both powerful and undeniable.
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The Story Behind the Yeo Name
As the third-generation leader of the firm, Lloyd Yeo said, “My great grandfather, Thomas Yeo came to the Americas from England in the late 1800s. It was said that he took the name YEO which was a derivative of the name yeoman.” The English word “yeoman,” means attendant, in the royal household regarded for loyal, vigorous, and effective service.
Disclaimer
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.