Yoder Wealth Management

At Yoder Wealth Management, we understand that as your net worth grows, the stakes behind every decision are greater than ever. As an independent family office, our mission is to provide coordinated wealth planning for highly successful professionals, entrepreneurs, and retirees. Our team of experts is dedicated to expertly manage your financial affairs, so you can focus on enjoying and maximizing the impact of your wealth.

Our Philosophy & Process

We take a holistic approach to wealth management, focusing on more than just investment management. Our unique approach is built on a foundation of mutual respect, trust, and open communication. We believe that true wealth management goes beyond just investing and encompasses every aspect of your financial life. Our comprehensive process ensures that your finances are expertly aligned with your goals and values.

Our Services

Our wealth management process is designed to ensure your finances are expertly aligned with your goals and values. Our services include:

• Tax Mitigation: We work with your tax advisor to evaluate various techniques to mitigate your lifetime income tax burden.
• Equity Compensation: We review and make recommendations on your stock options, RSUs, ESPP, and other company stock ownership plans.
• Wealth Transfer: We work with your legal team to ensure your estate planning strategies and documents are consistent with your goals and needs.
• Charitable Giving: We evaluate strategies and techniques to magnify your impact on the causes you care about.
• Asset Protection: We review your insurance coverages and legal structures to help prevent your assets being unjustly taken from you.

Our Team

Our team is led by Anat and Michael, who bring their expertise in Financial Planning and Investment Management to provide a comprehensive approach to wealth management. Our unique advantage lies in the complementary skill set of our partners, allowing us to offer the best of both worlds: in-depth holistic advice paired with customized portfolio solutions tailored to your unique circumstances.

Why Choose Yoder Wealth Management?

At Yoder Wealth Management, we are committed to providing exceptional service and expertise to our clients. Our team is dedicated to helping you achieve your financial goals and create a lasting legacy. We believe in building meaningful relationships and providing personalized service to each and every client.