Approach

WHAT IS HOLISTIC WEALTH MANAGEMENT?

The “whole” in holistic considers where you fit into your local, national, and global community. It acknowledges that your financial decisions have an effect that extends far beyond you, your immediate family, or the next generation, and that you care about that impact. If you’re like most of our clients, you don’t just want to do well with your money. You want to do good. For some folks that means socially responsible investing. For others it means charitable giving. And for others, it means using their time and talents to serve others. What does it mean to you?

Holistic wealth management also takes into account the whole span of your life and anticipates how your goals and desires will change over time. We know that you need a reliable income stream while you concentrate your energies on the lifelong process of becoming your very best self. We understand that you look forward to a fulfilling retirement and want to know how you’ll pay for it before you get there. We realize your money may outlive you, affording you the opportunity to support who and what you care about long after you’re gone.

The most important “whole” in holistic, however, is the whole you: your challenges, your commitments, your goals, your values. At DeYoe Wealth Management, we understand that the quantities in your investment portfolio are only meaningful if they improve the quality of your life. We manage your money with your dreams in mind, so that you can focus on life’s most important goal: happiness.

PERSONAL RELATIONSHIPS

Our mission is to inspire our clients to pursue their passions and make financial decisions that are firmly rooted in their values. We take the time to truly understand your life goals and help you define financial independence and security on your terms, for you and the people who matter most to you. Our team works with you to determine where you are on your financial journey today, where you want to go, and how you want to be remembered. Then we develop a flexible, comprehensive financial plan for you that aligns with your unique financial situation and desires.

The strategic financial plans we build are living documents that adjust to accommodate your personal milestones and life’s curveballs. We’re there when you need to update your plan, helping you adjust to changing conditions on the ground without losing sight of your destination. We want to form a lifelong partnership with you and your family, sharing in your trials and triumphs as you pursue your long-term goals.

TRUST

Entering into a partnership with a financial advisor requires trust. We invite you to explore our website, attend our community education events, and give us a call if you’d like to learn more about us and our services. Should you choose to work with us, we want you to feel confident that you are making the right decision for you, your legacy, and your community:

At DeYoe Management, you are a name, not a number. We make it a point to get to know you and your family, so that we can truly understand your financial objectives, your life goals, and your personal risk tolerance.

The financial plan and investment portfolios we create for you are tailored to your unique financial situation and designed to change when your circumstances change.

Client education is one of our highest priorities, and we welcome questions and dialogue.

We have well-established relationships with local and national CPAs, estate planning attorneys, real estate attorneys, charitable giving experts, mortgage brokers, real estate agents, custodians, trust companies, business consultants, bankers, and other financial professionals eager to share their expertise as you pursue your goals.