Financial Partners

DeYoe Wealth Management Partners works with a number of skilled professionals to bring our clients limitless options for their financial services:

Custodians

LPL FINANCIAL

LPL Financial is one of the leading financial service companies and the largest independent broker/dealer in the nation.* For more than four decades, the firm has supported financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial service practice so advisors can focus on what they do best—help their clients achieve their financial goals so they can focus on their personal goals.

With headquarters on the East and West Coasts, LPL Financial offers a robust mix of services and tools such as:

Enabling technology

Comprehensive clearing and compliance services

Practice management programs and training

Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no products to sell, LPL Financial advisors can provide truly honest, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources to help them discover their clients’ priorities, dreams, and passions; analyzing and developing financial plans to support every stage of their clients’ lives; and making productive recommendations to put clients on the path to reaching their goals.

For more information about LPL Financial, visit www.lpl.com.

*As reported in Financial Planning magazine, 1996–2010, based on total revenues.

GENWORTH FINANCIAL TRUST COMPANY (GFTC)

GFTC is a subsidiary of Genworth Financial Inc., a Fortune 250 company with over $100 billion in assets. It delivers custodial, administrative, and asset management services to independent financial advisors and their clients. This partnership gives DeYoe Wealth Management clients direct access to sophisticated strategists at Goldman Sachs, JP Morgan, Litman/Gregory, New Frontier, Stadion, and other top-tier firms.

Trust Services

THE PRIVATE TRUST COMPANY (PTC)

PTC provides trust administrative services for individual and family assets, specializing solely in providing fiduciary services. Unlike bank trust companies, PTC allows clients to delegate money management services and maintain their relationship with DeYoe Wealth Management. PTC serves as an administrative corporate trustee, providing all recordkeeping, accounting, and tax preparation for the trust accounts it services. PTC also ensures that trust assets are managed and distributed according to the terms of the trust.

Custom Solutions

PARAMETRIC

Parametric provides portfolio customization and tax management strategies to ease the administrative burden on the client and the client’s tax advisor. Parametric’s goal is to reduce the time and financial commitments involved in preparing and paying taxes.

KLD RESEARCH & ANALYTICS (KLD)

KLD’s research is designed for investors and money managers who want to integrate environmental, social, and governance (ESG) factors into their investment selection process. KLD’s research can be used for screening purposes, company analysis, or fund creation. Over 400 money managers and institutional investors rely on KLD’s research, as do many ethical individuals.

IW FINANCIAL (IWF)

IWF is a leading provider of ESG research with a flexible platform that affords clients a high degree of customization. No two organizations or individuals share the same constellation of ESG issues or approach those issues in exactly the same way. No two are likely to assign the same importance to the same ESG factors. And as fiduciaries, no two serve exactly the same constituency. Partnering with IWF allows DeYoe Wealth Management to help our clients build unique portfolios tailored to their unique concerns.

Roundtable of Advisors

Our clients come to us because they realize that they can’t achieve their financial goals on their own. Similarly, our team works with a network of expert finance professionals so we can provide the best advice and widest range of options to help our clients achieve their dreams. We also use specialized tools so that we can work with your team—your attorney, tax professional, or accountant. Don’t have a “team” yet? We can help with that! We would be happy to recommend a professional in any of these fields.

Sometimes, people need a bigger team, but often the number of advisors needed to ensure that all areas of your financial life work in harmony can be intimidating. You may feel bombarded by contradictory advice or overwhelmed by the sheer number of people who are managing your finances. A successful wealth management team works to bring all these voices into harmony so you can make an informed decision and get on with the business of living your life and seeking your dreams. That is what trust in your financial future feels like.