Our Story

Simplify Your Financial Life

At Yocum & Company, we believe that making good financial decisions doesn't have to be confusing.

We provide simple financial analysis and planning ideas that help you choose the right solutions and make the most of your money. We explain the why as well as the what, so your finances make sense.

Client Centered

As Seasoned Advisors, We Focus on Cultivating Thriving Relationships

What we believe truly sets us apart is our commitment to knowing you intimately and understanding the details of your family, needs and wants, and your financial situation and goals.

Client Centered

Coaching and Caring

We provide education to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and the preservation of your money. When needed, we'll connect you with accountants, attorneys, and other trusted professionals to help coordinate your financial decisions.

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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