Lance Yurich has a diverse background that allows him to serve clients with an array of needs. As an investment advisor representative, he specializes in risk management, asset protection, and estate and succession planning. He is also registered with the U.S. Internal Revenue Service as a Registered Tax Return Preparer, where his work’s focus is income tax preparation and planning. Lance has worked in the investment business since 1991, when he co-founded Yurich Financial Group. The firm specializes in assisting individuals, families, trusts and estates in the preparation of income taxes and estate taxes, as well as estate administration. A graduate of Ohio University with a bachelor’s d


Lance Yurich
Investment Advisor Representative
Research Financial Strategies
United States, Ohio, Cleveland
About Me
Profile Information
Investment Advisor Representative
Research Financial Strategies
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cleveland
Ohio
United States
May 11, 2025
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