A complete list of active advisors currently associated with Yoder Wealth Management

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

Yoder Wealth Management provides discretionary asset management, financial consulting, and fee‑only variable annuity sub‑account management to individuals, high‑net‑worth clients and pension/profit‑sharing plans, overseeing about $331 million across roughly 74 client relationships. Services include ongoing portfolio supervision, tailored financial planning advice and one‑time or hourly consulting engagements consistent with common practices for supported firms. The firm delivers one‑on‑one, customized portfolios and generally manages accounts on a discretionary basis with at‑least‑annual reviews, combining strategic rebalancing and tactical asset‑allocation adjustments to align with client objectives. Its investment process uses both fundamental and technical analysis and, for variable annuity sub‑accounts, may employ third‑party signal providers to guide exchanges and monitoring. A distinguishing feature is that Yoder Wealth Management sponsors a wrap‑fee program, meaning it bundles advisory services and trade execution and absorbs trading costs for wrap accounts—a relatively uncommon arrangement among peers and one the firm notes can create an incentive to limit trade frequency. The firm also stands out for managing substantial assets with a small adviser team while actively offering managed variable annuity sub‑account services with fees deducted directly by the contract sponsors.

To learn more about the advisors currently working at Yoder Wealth Management, 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.