Carey Yukich*
Co-Owner & Financial Planner
Carey Yukich, along with her husband John, co-founded TrueWealth Advising Group, where she provides clients with comprehensive financial planning and guidance through the implementation of their financial strategies. In her role, Carey acts as the personal CFO for her clients, working closely with their trusted advisors, such as CPAs and attorneys, to develop tailored financial strategies. By establishing clear, holistic planning goals and fostering financial discipline, Carey helps clients achieve financial freedom and peace of mind. TrueWealth Advising Group offers customized strategies designed to meet the unique goals, needs, timelines, and risk tolerance of each client.
Carey is dedicated to empowering her clients with the knowledge and confidence to make informed decisions that lead to meaningful financial solutions. Her services include, but are not limited to: Comprehensive Financial Planning (Financial Foundation), Retirement and Estate Planning Strategies, Business Planning, Estate Preservation, Asset Accumulation, Management, and Distribution, Life, Disability, and Long-Term Care Insurance Options, and Charitable Giving Strategies. A 1993 graduate of Northwestern University, Carey holds a Bachelor of Science in Education and Social Policy, having earned her degree on a full athletic scholarship for volleyball. With over 20 years of experience in guiding clients on their financial journey, she is passionate about helping individuals achieve long-term financial security.
Carey is the immediate past Chair of the Legacy Foundation of NWI Board of Directors and currently serves on the advisory board of the Honors College at Purdue Northwest. She is also the author of Push Through – Your Ultimate Success Playbook and the Daily Push Journal. Outside of work, Carey enjoys golf, hiking, tennis, and volleyball. She lives in Crown Point, Indiana, with her husband John.
Carey Yukich is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. She offers securities in Indiana and is insurance licensed in Indiana.