Yancy Management and Trading, LLC
YMAT
Empower people through education and practical application to make smarter financial choices.
ABOUT US
Founded in 1986 as Yancy Management and Consulting (YMAC), rebranded in 2014 to Yancy Management and Trading, LLC (YMAT) to include Stock Market education and support. Owner David Yancy has a long track record of coaching, consulting, and providing financial services to support making smarter financial choices. We’ve maintained this reputation for over three decades by demystifying the financial decision-making process and giving people confidence in which actions to take next.
Investment
Education
We can help you to learn about various investment opportunities, strategies, and risks to make informed decisions about how to invest your money.
Accounting & Auditing
We first seek to understand your business, then help you identify your financial needs. Second, we kept you in compliance and provide an unbiased evaluation of all finances.
Business Start Up's
We can help you succeed and overcome challenges as you start your entrepreneurship journey by learning practical ways to build your business plan, grow and sustain your business.
Financial Training
Our aim is to provide you with the opportunity to acquire the tools and skills to fulfill your financial responsibilities accurately and efficiently.
Tax Preparation
We can help you file your taxes and ensure the accuracy of various local, state, and federal tax forms. We will review all financial records and develop strategies for the upcoming calendar or fiscal years.
Stock Market Trading
We can teach you to understand the economics changes and impact that drives market conditions. We will instruct you on performing fundamental and technical analysis which will aid you to safely trade in the various exchange markets.
YMAT Financial Planning Pricing Plans
In today's complex financial landscape, having a solid financial plan is essential for achieving your goals and ensuring long-term stability. Our pricing plans offer tailored support to meet your unique needs, whether you're just starting out or looking to enhance your financial strategy. With options ranging from basic consultations to comprehensive monthly support, you can benefit from expert guidance on budgeting, tax compliance, and investment strategies. By engaging with our services, you'll gain valuable insights that empower you to make informed decisions and navigate financial challenges with confidence.
Upcoming Events
Weekly market trading education is available. Complete the Contact Us form and select Investment Education from the drop down menu.
