We are more than just a wealth management firm. We are our community.

At DeYoe Wealth Management, we’ve done well because we’ve done good. We are incredibly grateful to our clients and our community. Giving back is at the core of what we do.

We believe that a single act of generosity has the power to radically change thousands of lives. We use our time and our money to support community groups doing great work around the Bay Area with a specific focus on Berkeley and Oakland. We stand hand-in-hand with Bay Area organizations as they fight for social justice and nurture innovative ideas.

Below you’ll find a small sample of local organizations we support in the Bay Area.

“Nonprofits are the intermediaries between generosity and social change.”
–Laura Arrillaga-Andreessen


Since 1970, the Berkeley Food and Housing Project (BFHP) has been a compassionate provider of homeless services. BFHP believes that everyone has a basic right to food, housing, and stability and works one on one with clients to help them develop the skills they need to move their lives forward into independence.

Jonathan served on the board of BFHP, and both his family and the DeYoe Wealth Management Team actively support BFHP’s mission. In 2014 Nancy served on the BFHP Men’s Shelter Task Force, and in 2015 DeYoe Wealth Management committed $50,000 to the building of the new men’s shelter, which is scheduled to break ground in 2018.


California’s Northern Alameda County is home to the country’s highest concentration of chronically homeless individuals, nearly all of whom struggle with addictions, physical disabilities, domestic violence, or severe and persistent mental illness. The Women’s Daytime Drop-in Center provides a safe space, warm meals, counseling, and support to identify housing to any homeless woman and her children during the day, when shelters are closed. WDDC serves an average of 150 women and children each month.

We were introduced to WDDC by our senior advisor, David Glotzer. DeYoe Wealth Management hosted an International Women’s Day event in March 2019 to introduce WDDC’s Director, Leslie Berkler, to our community. We have been supporters of the organization since.


Rotary Club formed RotaCare in response to the unmet needs of many local residents who had limited access to primary healthcare services. Today, there are 12 Rotacare clinics located throughout the greater Bay Area.

DeYoe Wealth Management has supported the prescription drug program at the Richmond RotaCare clinic since it was founded in 2014.


Leadership East Bay’s (LEB) Mission is to convene emerging and established leaders from diverse community sectors to refine and develop their leadership skills through a peer cohort for learning and support to become better informed and engaged citizens as they serve the communities they impact. LEB is open to all individuals who live or work in Albany, Berkeley, El Cerrito, and Emeryville, who serve clients in these communities, or share regional interests.

Four of DeYoe Wealth Management’s Team Members have completed the LEB program. We donate money, supplies, scholarships, and the use of our conference room to LEB, and we sponsor LEB’s Economic Development Day. We have proudly supported LEB since its inception.


Shotgun Players is a company of artists determined to create bold, relevant, affordable theater that inspires and challenges audience and artist alike to reexamine our lives, our community, and the ever-changing world around us.

DeYoe Wealth Management and our clients have enjoyed a wonderful relationship with Shotgun for over a decade. We sponsor at least one production every year, and we host an Annual Night at the Theater event at the Shotgun Ashby Stage, filling the house with our clients and friends for a gala reception followed by an amazing evening of live theater.


The Berkeley Chamber Visionary Awards were created to honor individuals with both the imagination and persistence to innovate in the city of Berkeley. Our town has a long history of firsts and is proud of its heritage. At the same time, our colorful history has fostered a cautious, if not skeptical, view of “profit” and the role that local businesses play in the economic health of a city.

DeYoe Wealth Management is a founding sponsor of the Visionary Awards and has continued to support the Berkeley Chamber’s efforts to recognize visionary business leaders in our community.


Coming together for justice is a prerequisite in the pursuit of Martin Luther King Jr.’s “Beloved Community.” Just as so many have done before us, we come together in brotherhood and sisterhood to secure human dignity. We come together in an effort to achieve a reconciled world. We aim to create an environment where justice prevails and individuals can attain their full potential. If you wish to be reliably moved to tears, attend the annual MLK Jr. Breakfast.

DeYoe Wealth Management is proud to be among the founding sponsors of this annual Martin Luther King Jr. celebration in Berkeley.


Founded in 2013, Uncharted was the Bay Area’s first ideas festival. It brings together our diverse community with some of the world’s great thinkers for two thrilling days of discussion, debate, and workshops designed to engage and inspire.

When DeYoe Wealth Management was asked to be a founding sponsor of UNCHARTED, we were absolutely thrilled, and we’ve continued to support this exciting Berkeley Festival of Ideas every year.


The Freight & Salvage Coffeehouse is a nonprofit community arts organization dedicated to promoting public awareness and understanding of traditional music—music that is rooted in and expressive of the great variety of regional, ethnic, and social cultures of peoples throughout the world. This worthy organization is supported by attendance, grants, musicians’ benefit performances, volunteer efforts, and generous tax deductible donations.

Both of Jonathan’s children are talented musicians, and live music is a passion in the DeYoe family household. In 2017, DeYoe Wealth Management joined the Freight & Salvage Community as a corporate sponsor.


Since 2001, the Greater Good Science Center (GGSC) at the University of California, Berkeley has been at the fore of a new scientific movement to explore the roots of happy and compassionate individuals, strong social bonds, and altruistic behavior—the science of a meaningful life. DeYoe Wealth Management is a proud supporter of their Gratitude in the Workplace Program.


The Berkeley Police Association was founded in 1953 by the sworn officers of the Berkeley Police Department. The goal of the Berkeley Police Association is to partner with the community and provide quality police service through community interaction, emphasizing the highest degree of cooperation, professionalism and ethical behavior, and to create an atmosphere of safety and security.