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Our Approach

Our mission is to build and preserve your wealth



At Yuma Investment Group our mission is to build and preserve your financial security and prosperity through an alliance of comprehensive financial planning and disciplined asset management through LPL Financial. To fulfill this mission, we aspire to achieve top level service and the highest standards of professional ethics and integrity.

Benefit from professional advice



As an independent firm, Yuma Investment Group has no obligation to investment product manufacturers and no quotas or other home-office directives to fulfill. We don’t spend our time in meetings or on conference calls with far-off senior management. Our sole focus is serving your needs.


We provide financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education and professional training to help you work toward your personal financial goals.

Ensuring your interests always come first



The independent professionals of Yuma Investment Group always put your interests first. Talk to us about the importance of long-term planning with a focus on safety and capital preservation. Discover the value of experience, personal service and independent advice. We’ll do our best to serve you.

Independence powered by LPL Financial



Yuma Investment Group is powered by LPL Financial, the nation’s largest independent broker/dealer. * LPL Financial provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. The firm has no proprietary products.

*As reported by Financial Planning magazine, June 1996–2014, based on total revenue.