We know that it is important to many of you to support the invaluable work of non-profit organizations. There are numerous ways to maximize your gift as well as your personal tax benefit – if you have an IRA, one way is a Qualified Charitable Distribution or QCD. … Read the rest
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.
First, develop a plan to get out of debt.
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.… Read the rest
You set out on your financial journey with a specific vision in mind, and you thought you had a financial advisor who would be with you the whole way. Whether the market was bull or bear, there was one person (or team) you knew had your back.… Read the rest
For small business owners, it’s a great feeling when you’ve grown your company to the point of being able to offer comprehensive benefits, especially a quality retirement plan, to your employees. A retirement plan benefit is also a great way to attract and keep talented team members.… Read the rest
If you are between ages 66 and 70 and you’re reading this, you need to act now!
Many of you may have seen or heard about recent changes to social security.
There were a number of significant changes approved last year and we want to make sure that you are aware of them. … Read the rest
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.… Read the rest
Sign up for our email series on Sustainable, Responsible and Impact Investing
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 registered trademark of Earth Equity Advisors, LLC. Earth Equity is a registered trademark of Earth Equity Advisors, LLC