Elizabeth
Yoder
Hibernia Wealth Partners, LLC
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About this Advisor
Elizabeth Yoder is a certified financial planner operating in Edgewater, Maryland. Yoder is an employee of Hibernia Wealth Partners, LLC. Throughout their career, Yoder has worked at Bay Point Wealth, The Family Firm, L'Arche Greater Washington Dc, Brightstar Care, Beck 'N Call, Home Instead Senior Care, Barnes & Noble, Private Advisor Group, LLC and Hibernia Wealth Partners, LLC. Yoder is approved to operate in Connecticut and Maryland. Hibernia Wealth Partners, LLC is an advisory firm that has its headquarters in Baton Rouge, LA. The investment advisory business has offices in five locations and a total of 11 people on staff. It controls $219 million in total assets between its 864 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves four charitable organizations. Of its 864 customer accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors depend on which services are offered. Fees billed by Hibernia Wealth Partners, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hibernia Wealth Partners, LLC Brokerage Details
$219,194,262
11
864
$253,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Elizabeth Yoder Work History
Elizabeth has been registered as a financial advisor for 0 years.*
Hibernia Wealth Partners, LLC
Private Advisor Group, LLC
Bay Point Wealth
The Family Firm
L'Arche Greater Washington Dc
Brightstar Care
Beck 'N Call
Home Instead Senior Care
Barnes & Noble
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Yoder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hibernia Wealth Partners, LLC
Baton Rouge, LA
Allston, MA
Edgewater, MD
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
Baton Rouge, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
