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Empower people through education and practical application to make smarter financial choices.

About Us

ABOUT US

Founded in 1986 as Yancy Management and Consulting (YMAC), 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 steps to take next.

Our goal is to analyze your current financial status, recommend options, assist with designing your personal or business plan to accomplish precise objectives and finally provide technical reviews to keep you on target. We’ll get you tailored, relevant, information and less intimidation so you can go after your financial goals. We can assist you in advancing your goal to "Powering Prosperity". 

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OUR SERVICES

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.

Testimonials

Upcoming Events

Weekly market trading education is available. Complete Contact Us and select Investment Education from the drop down menu. 

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YMAT PARTNERS

Spiritual Guidance

Investment Broker

WE BELIEVE...
     Integrity is priceless...

     We must be honest and ethical in everything we do.

WE PRIORITIZE...
     People over profits
...
     Achieving goals happens naturally when you put                education and training people first.

WE KNOW THAT...
     Finances and investments are personal...

     We meet people where they are and approach everyone        with professional empathy. naturally.

Contact Us!

Contact Us

David Yancy II,

Accountant, IRS-Enrolled Agent, Master Trader

Yancy Management and Trading, LLC
2174 Freemont 

Memphis, TN 38114

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