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8100 East 22nd Street North, Building 1100, Wichita, KS 67226

316-618-6175
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Independent Advice Backed by Specialized Experience

Substantial assets bring choices that are easy to get wrong and expensive to fix, from how you invest to how you protect the people and businesses that depend on you. Our background spans both sides of that equation, so you are not stitching together advice from different specialists in different offices.

What We do
Working as Your Financial Advocates

Once your finances reach a certain size, the pieces start pulling in different directions, from investment accounts and insurance policies to business interests and tax exposure. Working on your behalf, we pull those pieces into a single coordinated strategy, adding value where we can and cutting risk where possible.

Welcome to Yoder Financial GroupWe're Glad You Found Us

Welcome to Yoder Financial Group
We're Glad You Found Us

Thank you for taking the time to learn more about us. Whatever brought you here, whether it is a single decision or your whole financial picture, we would like to hear what matters to you before anything else. When you are ready to talk, we will make the time.

How We Help
Guidance That Connects the Whole Picture

A decision in one part of your finances almost always touches the others, so we plan across all of them rather than one at a time.


Life Insurance 

Coverage matched to what genuinely needs protecting, backed by deep specialized knowledge and a broad range of insurance carriers.

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Investments 

Advisory accounts and annuities put your savings to work with a strategy shaped around your goals and their tax impact.

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Financial Planning 

Every decision about income, taxes, and long-term goals connected in one plan you can return to as life changes.

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Estate Planning 

Passing your wealth to family and business in the most tax-efficient manner possible, subject to applicable laws.

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. We'll help you figure out what makes sense for your situation. box-empty

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. box-empty

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How To Get Started
Who We AreBuilt on Long Relationships

Who We Are
Built on Long Relationships

We are an independent advisory firm in Wichita, Kansas, with a story that runs back more than three decades. Founded in 2004 by Jeff Yoder and his father, Ron, the group later joined forces with the David family, who came aboard in 2024. Our roots are in life insurance, which gives us a depth of knowledge in an area a lot of firms treat as an afterthought. Independence means our advice answers to your circumstances rather than to any single company's lineup.

Our Process
How Your Plan Comes Together

The goal of our approach is to build a plan grounded in your life and priorities, sturdy enough to guide real decisions.

Phase I
Set Your Goals 

We start by learning what you want your money to accomplish, both now and years ahead.

Phase II
Gather the Details 

Next, we take a full inventory of where your finances stand today, leaving nothing out.

Phase III
Analyze the Picture

With everything in view, we study how the pieces interact and where the opportunities are.

Phase IV
Put It Into Action

Once you are comfortable, we handle the steps needed to put the plan to work.

Phase V
Keep It on Track 

As your life and the markets shift, we revisit the plan and adjust where needed.

Let's Build Your Plan

Our Resources
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

Perception vs. Reality

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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Contact Us
Start the Conversation

When you are weighing a financial decision or simply want a knowledgeable second opinion, we would welcome the chance to sit down together. Reach out whenever the timing feels right, and we will take it from there.

Let's Build Your Plan