DeYoe Wealth Management
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Financial planning is not about money and the real benefits of financial planning are not financial. Our commitment in every situation is to:
1.
Our team has a depth of experience in all aspects of Wealth Management: Comprehensive Financial Planning, Estate & Tax Planning, Philanthropy, 401k Plan Design, Business Transition Strategies, Concentrated Stock Positions, and Investment Management. At its best, financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions first. At DeYoe Wealth Management, we work face to face with our clients in the space where Love and Money overlap. Financial success is determined more by what we do than by what markets or economies do to us. We love working with people who see how incredibly freeing this realization can be. We create an ecosystem of advice where consistent communication and education empowers clients to stay true to the plan that we have designed together. Put our clients interests ahead of ALL other interests,
2. Tell the complete, unvarnished truth at all times, and
3. Let the chips fall where they may. We have experience in the following areas:
Comprehensive Wealth Management
Estate Planning
Tax Planning
Evidence Based Investment Management
Efficient Philanthropy
Small Business
Concentrated Stock Management
Financial Planning and Investment Advisory Services offered through DeYoe Wealth Management, Inc., A Registered Investment Advisor. Securities offered through LPL Financial, Member FINRA/SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact investment business with residents of the following states: CA, CO, CT, DC, FL, GA, HI, IL, MA, MI, MT, NJ, NY, OH, OR, PA, SD, TX, WA
08/22/2020
"This is an exciting change for us and brings my larger message into perfect alignment with the services we are offering..." - Jonathan DeYoe, the President of DeYoe Wealth Management and founder of Mindful.Money.
Follow us on our new page Mindful Money Plan
Keep a lookout for our brand new website.
08/20/2020
As a California-based fee-only financial adviser and a longtime Buddhist, Jonathan Deyoe is always bridging money and life.
Follow our new page Mindful Money Plan to learn more!
08/15/2020
Mindful Money Plan better represents the target message behind its financial education, personal success, and digital advisory services by reflecting our core message – that mindfulness can both increase happiness and well-being AND improve financial outcomes – in a way the old name did not.
Follow us at our new page Mindful Money Plan and learn more about how we can help you with your .
08/13/2020
Head over to our new page and follow Mindful Money Plan
Follow us there to learn more about our services and resources. Please keep your eyes out for a link to our new website in the coming days as well!
08/11/2020
DeYoe Wealth Management, a provider of comprehensive wealth management and financial education services for more than 20 years, is changing their financial literacy brand identity, name, and tagline. “Only the orange smiley-face remains,” says Jonathan DeYoe, the organization’s founder.
As of today, we have officially moved to Mindful Money Plan. Follow us there to learn more about our services and resources.
Please keep your eyes out for a link to our new website in the coming days as well!
08/08/2020
What if there was a way to talk about personal finance that DID help people with real life decisions?
Follow us over to Mindful Money Plan to learn more about our services and resources.
08/04/2020
We understand that your financial decisions are much bigger than you, your immediate family, and the next generation. We consider where you fit into your community on a local, national, and global scale.
Tap into our Mindful Wealth Mapping process. We’ll walk you through every step of the way and we encourage you to ask all the difficult financial questions.
In six steps, we will strategically map out your financial plan to set you up for success.
Learn more:
https://deyoewealthmanagement.com/
08/04/2020
You can turn anything into an investment opportunity. Just make sure you have a good investor on your side!
08/04/2020
Jonathan was a featured guest on Voice America's Leadership Beyond Borders with Kimberli J. Lewis podcast! He helped them make the concept of money tangible through best practices and tips!
Listen now: https://www.voiceamerica.com/promo/episode/124419
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Website
Address
2150 Shattuck Avenue Ste. 700
Berkeley, CA
94704
Opening Hours
| Monday | 8:30am - 5:30pm |
| Tuesday | 8:30am - 5:30pm |
| Wednesday | 8:30am - 5:30pm |
| Thursday | 8:30am - 5:30pm |
| Friday | 8:30am - 5:30pm |
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