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You deserve to understand what’s happening with your money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Yuma Investment Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Yuma Investment Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Investment Consulting

Whether you’re looking to build wealth, preserve wealth or leave your legacy – we can help you find the investment strategies that fit your goals, whether in the short- or long-term. Learn More

Risk Management & Asset Protection

A solid financial plan is not only about building wealth, but protecting it. We will help you pinpoint where you can better protect your assets and walk you through your new plan. Learn more

Tax Planning

Our experts can review your returns to help find more efficient methods of managing your money. Whether you’re looking for tax efficiency with your income planning or to help transition wealth to the next generation – we can help. Learn more

Income Planning and Money Management

Planning out your retirement income is vital to your post-working years. We help you understand how much you need each year and budget accordingly. Don’t just retire – retire with confidence. Learn more

Retirement Planning and Beyond

Your path to retirement – and life in retirement – starts with understanding how much money you’ll need and the goals you should accomplish to get there. Our team will help you build a retirement plan that helps you pursue those goals. Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Personalized Wealth Management

Yuma Investment Group Wealth Management helps families grow, manage and protect their wealth. Our team helps you accomplish your financial goals through financial planning, education, communication, and exceptional service.

Contact one of our wealth advisors to request a complimentary consultation.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Yuma Investment Group is headquartered in Yuma, Arizona. Contact us today to speak with a wealth advisor or financial professional near you.

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Insights

Yuma Investment Group’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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