Show 170: Building a Legacy With Financial Planning Featuring Jonathan DeYoe
I started as a Financial Advisor in a Wall Street firm in 1996 - right out of graduate school. Within a few years, I knew I needed a more independent platform to meet clients' diverse planning needs. I started DeYoe Wealth Management in 2001 to simplify personal finance and help busy people live meaningful lives. Our dedication to first class service, the commitment to evidence-based investing, and a client first philosophy have placed our firm in a category by itself.
Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions. I do my best work in the place where Love and Money overlap.
Investment success is determined more by our choices than by market and economic data. When you experience working with my team on your own financial plan, you will see how incredibly freeing this realization can be. We have created a comprehensive ecosystem of advice to simplify decisions, reduce anxiety and empower clients to stay true to both their life-purpose and the financial plan that we have designed together.
We are fiduciaries. Our commitment in every situation is to:
1. Put our clients’ interests ahead of ALL other interests,
2. Tell the complete, unvarnished truth at all times, and
3. Let the chips fall where they may.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which financial strategies or investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Mindful Money is a service mark of DeYoe Wealth Management, a registered investment advisor offering comprehensive financial planning and asset management services, digital investment services, financial education courses, and retirement plan services throughout the San Francisco Bay Area.