Our Firm

Yocum-2015-7518

Our vision

Our goals are to help protect and maintain the quality of your financial life and legacy.

What we do

As Investment Adviser Representatives of Commonwealth Financial Network®, the advisors at Yocum & Company create, implement, and monitor customized financial plans designed to help affluent individuals and families pursue their financial goals. We thoroughly assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives. 

Our approach

We’re known for taking a conservative approach to wealth management. We’ve built a reputation based on sound judgment and prudent decision-making—values that have helped so many of our clients protect their existing assets and successfully pursue their goals.

The benefits of independence

Our commitment to always putting your interests first is evident in every aspect of our business. We’ve chosen to partner with Commonwealth Financial Network, an independent broker/dealer–RIA with a 30-year history of focusing solely on the needs of its affiliated advisors and the clients they serve. This partnership means that we remain free to make recommendations based solely on what’s right for you, without bias or pressure to promote a particular product or strategy—which is not the case with some other types of financial advisors.

Services we provide

  1. Investment management
  2. Education planning
  3. Business succession strategies
  4. Post-retirement income planning
  5. Insurance planning
  6. Strategies for minimizing tax burdens
  7. Estate planning
  8. Charitable giving strategies
  9. Coordination with other professionals, such as CPAs and attorneys, to ensure that everyone is working toward common goals

     

Our team

Our core group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, personalized service, and comfort level you need to confidently pursue your financial goals. Read more about our team

Fixed insurance products and services are offered by Yocum & Company.