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 create financial plans and portfolio strategies that are firmly-rooted in your personal values. You want to build a sustainable financial future for you, your family, and your chosen community. You may represent a family trying to build inter-generational wealth; a business-owner looking for continuity and succession planning, or a non-profit foundation doing great work in the world. You have a complex financial life and we aim to simplify it. 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

We love nothing more than helping people discover and pursue their passions with all their hearts

PLAN

Making conscious trade-offs rather than on-the-fly decision yields HUGE happiness returns

INVEST

We manage money based on academic evidence. We asset-allocate, diversify, and rebalance. We manage for tax efficiency and we support better money behavior.

Client Letter January 23rd, 2019 : Q1

In my inaugural annual client letter in January of 2018, I expressed concern about how bullish and less volatile the market had become. That letter was a reminder that volatility is a reality and the absence of volatility (that we had been enjoying through most of...

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