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Lance Yurich

Investment Advisor Representative

Research Financial Strategies

United States, Ohio, Cleveland

About Me

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

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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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