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.

DISCOVER

Our investment team is passionate about helping people reach their financial and personal goals

PLAN

Our holistic planning process empowers clients to define success on their terms

INVEST

We offer comprehensive investment solutions for individuals, families, small businesses, and non-profits

Lesson #1: Live Within Your Means

The beauty of saving first is that you’ve thought through your long term goals and dreams and know what you MUST save to make them happen.