Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Tax Planning Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

Community participation

John Yetman - Co Chairman of The House A Place for Youth Golf Tournament
John Yetman - Co Chairman of The House A Place for Youth Golf Tournament

The Capitol Bay Group team supports the DC Food Bank and The House: A Place for Youth Golf Tournament