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Advocates for
your wealth,
and your values.

Because money should mean more.

You have worked hard and saved well. Yet as retirement approaches, you may find yourself asking deeper questions. Am I truly content? Is my wealth serving a greater purpose? What does a meaningful next chapter really look like?

At The Advocates Wealth Management, we help people align their wealth with their values and the life they feel they are called to live.

WHO WE ARE<br/>
WHO WE ARE

Protectors of what matters most.

The name The Advocates reflects our commitment to stand beside you in every stage of life. We advocate for wise decisions, long-term thinking, and values-based planning. We act as your shield, offering strategies designed to protect your wealth and guidance in helping you avoid unnecessary risk.

WHO WE SERVE

Those who see wealth as a responsibility.

We are built for people who want more than strong returns. Our clients are thoughtful stewards who believe their wealth is not truly theirs, but is entrusted to them for the good of their family, their community, and the world around them.

Our clients aren’t interested in excess for its own sake. They are not just searching for more money. They are searching for more meaning and purpose. 

HOW WE HELP
HOW WE HELP

We deliver values-driven strategies.

We meet clients during pivotal life transitions. Approaching retirement. Receiving an inheritance. Reaching financial goals but still feeling unfulfilled. We bring purpose to planning and don’t impose asset minimums. What matters to us is fit, working with clients whose goals and values align with ours, regardless of portfolio size.

IN OUR CLIENT’S WORDS

“For more than 25 years, Curtis has been a constant source of support during joyful times, difficult moments, and even after I moved away. Following my husband’s passing, he was one of the people I could rely on most. The trust we’ve built is why my sisters and my daughter now work with him too; our whole family values our relationship with Curtis and his office.” 

- Jean Colangelo

The statement was provided on 3/19/26 by Jean Colangelo, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

OUR TEAM
OUR TEAM

Providing guidance grounded in faith.

Our team’s approach is rooted in timeless biblical principles and modern financial strategy. Our financial professionals believe wealth and faith are not in conflict when stewardship, humility, and generosity are at the center. 

CLEAR AND TRANSPARENT

Stewarding wealth with intention.

You do not need to share our faith to work with us. However, we believe in transparency. When you partner with our financial advisor, Curtis Yohon, you are working with a man of faith who takes seriously the responsibility to lead with integrity, compassion, and care for the whole person.

It’s not about more money.
It’s about more meaning.

If you feel there is more to life than simply accumulating wealth, we would love to get to know your story. 

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