A complete list of active advisors currently associated with Yocum Wealth

Warmer can help you find a great advisor at Yocum Wealth or one who fits your needs even better.

Yocum Wealth, LLC serves individuals, small businesses, trusts, estates, high‑net‑worth clients, and charities through an integrated wealth management offering (Yocum Wealth Advisory) that combines discretionary investment management and ongoing financial planning. The firm provides portfolio construction, asset allocation, rebalancing, and delivers a comprehensive financial report within the first six months of an engagement. Investment strategies are tailored to each client using fundamental and technical analysis alongside modern portfolio theory, and may include ETFs, mutual funds, options, derivatives and, where appropriate, alternative or private investments. Accounts are generally managed on a discretionary basis with at least quarterly reviews, and clients have access to an online portal showing planning metrics such as a Monte Carlo probability‑of‑success model; the firm may also appoint sub‑advisors and delegate management authority when appropriate. Noteworthy for a one‑advisor independent firm, Yocum Wealth is not operated as a solo practitioner in the conventional sense: it maintains formal compliance policies (a Code of Ethics and quarterly personal‑trading reviews), uses standing letters of authorization for certain third‑party transfers, and reported over $63 million in discretionary assets as of September 22, 2026. The firm does not participate in wrap fee programs, integrates planning and investment fees under a single advisory relationship, and may employ sub‑advisors that assume discretionary authority for client accounts.

To learn more about the advisors currently working at Yocum Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.