Wealth is more than money, and managing it starts with a plan.
The DeYoe Wealth Management team practices comprehensive, holistic financial planning and asset management. We can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. Our clients are individuals, families, small businesses, nonprofits, and foundations. Our goal is to transform the lives of everyone we serve through mindful wealth management.
Where are you now?
We implement investment strategies that balance your current financial needs with your long term goals and tolerance for risk. When market volatility moves you out of your comfort zone, we help you remain focused on your financial path. When life offers you an unexpected detour, we evaluate your options with an eye towards today and tomorrow. At every turn, we are mindful of your values and unique personal journey, since we understand that the choices you make for yourself often bring the greatest joy.
Where do you want to be?
People and organizations are always evolving. We craft flexible financial plans designed to help you reach your long-term goals, sustain you when you get there, and adapt when conditions on the ground change. If your destination shifts, we see that your portfolio and plan shift with you. If you lose sight of where you’re going, we show you how you can get back on track. Because we believe that the single biggest determining factor of your financial success is your actions, we offer honest but compassionate guidance to help you stay the course you set for yourself.
How do you want to be remembered?
We would be honored to help you build your legacy, whether you want to establish a college fund for your grandchildren or a charitable foundation to improve the lives of people you will never know. Our team is personally committed to recycling wealth into our community and identifying ways our clients and their beneficiaries can use their money to achieve the greatest good on their terms.
2018 Half-Time Report: Where We've Been In his 2018 Half-Time Event (July, 2018), Jonathan K. DeYoe discussed the global markets and economies and offers an explanation of where we have been. He discusses the important things that have happened to bring us to where we...
2018 Forecast: Where We've Been In his 2018 Forecasts Event (held January, 2018), Jonathan K. DeYoe discussed the global markets and economies and offers an explanation of where we have been. He discusses the important things that have happened to bring us to where we...
Client Letter March 29th, 2018 : Conflicts of Interest They are ubiquitous. They are in every interaction… in every human relationship… in every transaction. We can’t name them all. They aren’t even all bad, but it is good to know they are there as they are often...