Yoder Wealth Management

We invite you to learn more about our professional background and personal side to determine if we might be the right advisors for you. Michael has devoted most of his career to training advisors in the creation and delivery of high-quality financial advice. His leadership career began in 2001 when he became the Manager of Financial Planning for the San Francisco Bay Area for a major national firm.

You'll see the word "purpose" used a lot on our site. For me, the connection between money and purpose runs pretty deep. When I was 7 years old, my family left everything behind and immigrated to the United States from Israel. Life was challenging as we assimilated to a new culture and language. It took many years, some struggles, and several moves to establish ourselves before finally finding the life we were seeking.

Most people have a transactional relationship with their tax advisor, focused on completing their returns and minimizing next year's bill. We help transform this relationship into a proactive partnership focused on reducing both current as well as future income tax liabilities. Opportunities - We conduct a thorough review of your situation to determine if any tactics or strategies may have potentially been overlooked.

Stock options and other forms of equity compensation can represent a huge opportunity to build substantial wealth. Unfortunately, all too often the opportunity is squandered as a result of inadequate planning. Many people fail to implement differentiated strategies for their ESPP, restricted shares, and stock options, despite the fundamental differences in tax treatment and basic structure.

It's estimated that 70% of large wealth transfers are ultimately unsuccessful. This might mean the assets were squandered, the estate was contested, infighting amongst heirs occurred, etc. A successful transition requires so much more than legal documents aimed at avoiding probate and estate taxes.