Author Archive for: Neill Yelverton
About Neill Yelverton
Neill Yelverton is Partner, Chief Operating Officer and Chief Compliance Officer at Earth Equity Advisors. He works with individuals, non-profits and businesses and is currently accepting select new clients.
Neill takes pride in helping families transition to a responsible investment portfolio. He specializes in NC retirement and can help clients navigate Social Security requirements. In addition, he finds his work with non-profits, especially those that have a social or environmental mission, very rewarding. He believes that by aligning the institution’s endowment or investments with its mission, it multiplies the impact of the institution. He works as an advocate for your mission and your finances.
“The realization that we vote, every single day, by the way we spend our dollars. Our spending fuels a giant economic engine from jobs, to logistics, to materials sourcing – what we buy affects the environment and touches hundreds of lives. And the flip side of that coin is — how we invest our retirement dollars has the same impact.” –Neill Yelverton
Prior to joining Earth Equity Advisors, Neill spent over a decade working in the environmental field. He completed his MBA at Western Carolina University with an independent study in Corporate Social Responsibility and Sustainability in Business.
A native of North Carolina, Neill lives in Asheville with his wife, Cori, and their son, Ben.
Entries by Neill Yelverton
Someone recently asked me, “Where do I start with financial planning?”
There are many facets to financial planning and it can be overwhelming at times, but we all have to start somewhere.
Society moves at a breakneck pace these days. Smartphones have given people access to virtually any information they want regardless of their location or time of day. With financial planning needs changing in seconds and people wanting information instantly, robo-advisors are being implemented more and more.
Whether it’s a change in shared values, a desire to go in a different investment direction, or a widening gap in personalities, you may be at a point where you’re looking to change financial advisors. There are a few fundamental steps you can take to make sure the transition is as painless as possible, once you find a new advisor to suit your changing needs.
Krull & Company, a responsible investment and planning firm based in Asheville and serving national clientele, launches a new fossil-fuel-free 401(k) investment service for businesses. Read more…
Most small business owners want to offer a retirement plan as a benefit to their employees, but may shy away from it for various reasons. Asheville financial advisor Neill Yelverton discusses the three biggest misconceptions about business retirement plans, and shows entrepreneurs how they can navigate the process to set up a benefit that aligns with their company values.
Social Security benefits and eligibility are changing this year…make sure you are optimizing your benefits and those of your spouse.
In this video blog, Neill Yelverton explains the difference between Advisors and Brokers. Many people do not know there is a difference. That difference matters. At Krull and Company we empower you with knowledge.
Four Reasons Why…
This website is solely for informational purposes. Advisory services provided by Peter Krull, Neill Yelverton, Leesa Sluder and Kerry Keihn, investment adviser representatives of Earth Equity Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Earth Equity Advisors, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Earth Equity Advisors, LLC unless a service agreement is in place.
‘Helping you align your investments with your values’ is a trademark of Earth Equity Advisors, LLC. Earth Equity is a registered trademark of Earth Equity Advisors, LLC