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Our Approach

Advocacy that goes beyond advice.

At The Advocates Wealth Management, we believe financial planning should do more than manage assets. It should protect what matters most, clarify what is truly important, and help you use your wealth in ways that bring lasting meaning. 

We start with the person, not the portfolio.

We start with the person, not the portfolio.

Before strategies, projections, or investments, we begin with a conversation. We want to understand your story, your values, your concerns, and your hopes for the future. We believe financial advice that ignores the whole person often misses what really matters.

Protect against costly mistakes.

Markets fluctuate. Headlines change. Emotions rise and fall. Our role is to serve as a steady voice of reason and a shield against decisions that could undermine long-term success. We advocate for disciplined thinking, thoughtful planning, and strategies designed to withstand uncertainty.

IN OUR CLIENTS’ WORDS

“I have complete faith and trust in my Advisor, Curtis Yohon. For over 27 years, he has provided us with sound financial guidance, especially during volatile times.”

- Joan Kuran

The statement was provided on 8/27/24 by Joan Kuran, 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. 

Wealth aligned with purpose.

Wealth aligned with purpose.

We are committed to guiding you to do good with your wealth. After all, true happiness is not found in accumulation alone. While we help you manage wealth responsibly, we also encourage generosity, service, and emotional well-being.

By your side through life’s transitions.

Retirement. Inheritance. Selling a business. Market volatility. Health changes. Families shift. Life is rarely linear. When you partner with The Advocates Wealth Management, you gain more than a financial planner. You gain someone who walks closely with you through life’s important decisions, offering both sound financial strategy and thoughtful life perspective.

IN OUR CLIENTS’ WORDS

“Curtis isn’t just my advisor—he’s one of my closest friends. For 20+ years, he’s helped me steady the ship through good times and bad, and he’s the first person I call when I’m weighing a big decision—money or otherwise.”

- Sarah Rowan

The statement was provided on 4/1/26 by Sarah Rowan, 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. 

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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