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Building Meaningful Legacies

Welcome to Yoder Wealth Management

We are an independent family office providing coordinated wealth planning for highly successful professionals, entrepreneurs and retirees. As your net worth grows, the stakes behind every decision are greater than ever. Our job is to expertly manage your financial affairs so you can focus on enjoying and maximizing the impact of your wealth.

Who WE SERVE

Common goals and values of those we serve.

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Our Process & Philosophy

How we help you accomplish what’s most important to you.

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“Wealth is the ability to fully experience life.” – Henry David Thoreau

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