Your Story Shapes Our Strategy
At our core, we believe financial planning should reflect you, your purpose, priorities, and the life you are building. Our role is to listen deeply, guide thoughtfully, and seek to create a path that empowers you to move forward with confidence. Guidance that's simple clear and easy to follow. No pressure, just clarity, intention, and a partnership built to last.
Value Proposition
We provide warm, generous, straightforward guidance for women and families navigating life and career transitions. With a motto of "Active Stewardship and Active Progress," we support our clients through rebuilding, planning, legacy, and tax efficient gifting. While providing education delivered authentically and with clarity.
Your Story Shapes Our Strategy
At our core, we believe financial planning should reflect you, your purpose, your priorities, and the life you're building. Our role is to listen deeply, guide thoughtfully, and create a path that empowers you to move forward with confidence. No Jargon, no pressure, just clarity, intention, and a partnership built to last.
Value Proposition
We provide warm, generous, straightforward guidance for women and families navigating life and career transitions. With a motto of "Active Stewardship and Active Progress," we support our clients through rebuilding, planning, legacy, and tax efficient gifting. While providing education delivered authentically and with clarity.

Client Testimonials
" Finding a truly trustworthy and effective financial advisor felt like searching for a unicorn ... until I met the team at Distinct Wealth Management. From the very first consultation, I knew I was in good hands. Their expertise was evident, and their genuine interest in my financial goals exceeded my expectations.
I never feel pressured or confused. Instead, they foster an open and honest communication environment, ensuring I'm fully informed and involved in every decision. They've given me the confidence and peace of mind to focus on other aspects of my life, knowing my financial future is in capable hands.
If you're looking for a reliable and results-oriented financial advisor, look no further. I unequivocally recommend them to anyone seeking guidance and exceptional service. Five stars and my highest praise! "
- Levi
Client Testimonials
" Yolie is a beautiful blend of direct, kind, and honest which is hard to do when discussing something as big and personal as finances. She is professional, approachable, and responsive with a work ethic you'll rarely find. Her team is incredible and matches her devotion to their clients. I give them my highest recommendation! "
-Ally
Client Testimonials
" Yolie is knowledgeable, kind and patient. Her superior skill set allows for talented advice being delivered by someone you trust. I have sent family and friends to her and consistently hear glowing feedback. "
- Dee
Client Testimonials
" Love my experience with Distinct Wealth Management and Yolie Kernes. I recently went through a divorce and needed to roll over several investment accounts. They handled everything beautifully. I refer everyone to them. "
- Angie
Client Testimonials
" Yolie & Stephanie Thank you for all you do for us from
- explaining everything so clearly
- including G & other family
- following our interest
- involving our questions
I am excited about some of the changes we may make. Thank you again so much. G was very pleased with our visit. It’s a good learning experience for her as well. Thank you again and Here’s to a Fantastic 2024.
Enjoy, "
- Mona
We didn't just want to join the conversation, we wanted to change it. We built Distinct Wealth Management on the belief that real connection matters. Behind every financial decision there is a family, a dream, a story that deserves to be understood. We see how often people are treated like numbers, and we know there is a better way, one rooted in trust, transparency, and genuine care.
Meet Our Team
We've walked this path, we're here to help you build yours.
We didn't create Distinct Wealth Management to blend in with the financial industry, we built it to raise the bar! Our team is made up of thoughtful professionals who've seen what traditional wealth management looks like and seek a better way. One rooted in striving for clarity, connection, and personalized care.
We take a modern, purpose-driven approach to money, designed around your life. We aspire to simplify the complex, redefine what financial success can look like, and guide you with insight that is as practical as it is personal.
Each member of our team brings a distinct perspective shaped by real experience, sharp instincts, and an unwavering commitment to doing what is ethically and morally in your best interest, not routine. Together, we aim to help our clients move forward with confidence, align their finances with their values, and build legacies that feel as personal as the lives behind them.
Distinct Wealth Management isn't just a firm. It's a partnership built on trust, intention, and the belief that your financial journey is as unique as you are.


We're grateful for the opportunity for Yolie Kernes to annually attend both LPL Focus and LPL Achieve. Focus welcomes advisors from across the country to connect and collaborate. Achieve is a women’s leadership conference. In both, our practice was honored with recognition of being in the top 10% of LPL Advisors 2023, 2024, & 2025. This honor reflects our ongoing dedication to growth, learning, and client service excellence!


Educating Our Clients
As specialists in our field, we recognize the importance of educating our clients in financial matters. After your first consultation, we will put together a financial snapshot to give you the bigger picture of your current financial state. We work with clients of all backgrounds and specialize in empowering you to reach your biggest goals and aspirations, and we are dedicated to be life-long learners, always looking for opportunities to learn and teach!
Continuing the Dialogue
We believe that keeping an open line of communication between our team and our clients is the key to successful financial advising. We recognize that each client comes from a unique set of circumstances that require an individualized approach. The conversation about your financial goals and priorities will remain open after your initial financial planning consultation. As your finances fluctuate or your priorities change, we will be ready and informed to make any needed adjustments in your financial strategy.
Building Wealth Around What Matters Most
Our focus is simple, helping you take care of yourself and your family today. While seeking to create a plan for a confident, fulfilling retirement that fits your life.
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Companies mentioned above are not affiliated with, nor endorsed by, LPL Financial or Distinct Wealth Management.

