Reach for More

It’s about your life – your goals – your best.

Invest in Your Future

Make wise financial decisions to create security so life is free from financial worry.


At Yocum & Company, our mission is to help you prepare to reach your potential – with answers to your financial questions and sound guidance to help you envision the life you want to live. We are your go-to resource for all your critically important financial-related decisions.

Nemo Enim Ipsam

Serving Our Community Since 1983

Yocum & Company provides full-service support, resources, and information to help you with all of life’s challenges. From investment management, education planning, retirement income strategies, insurance protection and more, we’ve got you covered.

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Managing the Emotions of Investing

We believe that investor behavior – and not the markets – helps to determine your prospects of reaching your goals. That’s why the true value we bring is in helping you make thoughtful, goal-oriented financial decisions and giving you the confidence to stick to your plan even during turbulent markets when your instinct may be to make drastic changes. We help you stay on course.

Nemo Enim Ipsam

Independent Advisors and Problem Solvers

Yocum & Company is an independent financial services, wealth management, and consulting firm. We’re solution seekers and problem solvers. As independent professionals, our team is committed to providing guidance and insights designed exclusively to serve your needs.

We Know You Well To Guide You Well

We are not here to suggest a list of cookie-cutter services. Instead, we provide customized solutions based on your dreams, challenges, and priorities. Understanding these fundamental aspects of your life helps us create the best financial plan for you.

Let Us Help You Be Your Best

Yocum & Company helps manage your entire financial life so you can cultivate your money, reduce risk, and focus on the future you envision.

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