Help Wanted: Advisors Under 50

in
2009
Forbes.com

Jon Yankee is co-founder of Reston, Va.-based Fox, Joss & Yankee, a financial planning firm with $200 million in assets under management. Yankee's firm has hired two young advisers, both of whom had completed M.B.A.s and their Certificates of Financial Planning designations. These associates, both still in their 20s, now help prepare for client meetings, providing support to more senior members of the small firm. 

"We involve our associates in everything we do," says Yankee. "Many of the clients now call associates with basic service issues. The partners then don't have to spend time on paperwork. Instead, we can spend time speaking to clients and addressing the issues that concern them."