Wealth-Builders, Inc. provides financial planning and investment management services.  Along with our related Accountancy Corporation, we also provide tax planning, tax preparation and IRS representation. We work closely with our clients’ other advisers to fully coordinate their Estate Planning, Risk Review and other financial services.

We work directly for you

Financial advisors are often conflicted with the desire to help their clients make the right financial decisions and the duty to maximize the profits of their employer, Broker-Dealer or insurance company.

As independent advisors, we work directly for you. We provide you with objective and transparent advice without financial conflicts of interest. As Fiduciaries, we are obligated to always serve your best interest. You can trust the integrity of our recommendations.

Our main goal is to help you fully align your passion, values and highest goals with your finances. Then, we help you make smart financial decisions to KEEP more of your money, GROW and ENJOY your wealth and PROTECT your family and income.

Josh Yeyni

Josh Yeyni is a Certified Public Accountant in the State of Washington since 1990 and was awarded the Certified Financial Planner™ Designation in 1994.
He is the owner of Josh Yeyni, CPA, PS, a Washington State Accountancy Corporation and Wealth-Builders, Inc. a Washington State Registered Investment Advisor Corporation.
He is a member of the American Institute of CPAs, the Washington Society of CPAs and the Financial Planning Association.


Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact […]

Microsoft Employee-to HSA or not?

Microsoft Employee-to HSA or not?

 
The purpose of this memo is to discuss Health Savings Accounts (HSA), focusing on issues affecting Microsoft employees who may return to Israel after accumulating funds in such accounts.
Background:
The Microsoft Corporation has announced a transition period for changing medical plans offered to its employees. The new selection included a High Deductible Plan (“HDP”) paired with […]