YODER WEALTH MANAGEMENT

Overview

Yoder Wealth Management is an independent registered investment adviser that concentrates on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. The firm uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees, and it operates primarily as a discretionary manager. Its investment approach tilts toward public funds and mutual funds as core portfolio building blocks while supplementing those positions with selected individual equities and third‑party alternative fund allocations. The adviser’s public equity exposure is ETF‑centric, with its largest reported position in the Fidelity MSCI Information Technology Index ETF, indicating a meaningful technology weight within the public sleeve. At the same time, Yoder Wealth Management complements that public exposure with allocations to hedge funds, real estate and private credit via external managers, and it employs annuities and corporate debt for income and liability management. The firm is not identified as an active ESG investor and focuses its advisory practice on individual and family wealth rather than institutional pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices