Mindful Money's Story
Understand Mindful Money by taking a look at where we've been.
2023
Mindful Money launches the Financial Independence Bootcamp & Mindful Investing: Right Focus, Better Outcome, Greater Well-Being is published by New World Library
2022
The Mindful Money Membership is created to support DIY Investors
2021
Mindful Money merges "wealth management" into EP Wealth—a leading national fee-only financial planning firm—to focus efforts on financial education
2020
DeYoe Wealth Management is rebranded as Mindful Money to encompass all services: wealth management, retirement plan services, and financial education
2018
DWM becomes a fee-only fiduciary; Mindful Money digital advisor is created to further support 401(k) participants
2017
Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend is published by New World Library
2014
DWM becomes a Registered Investment Advisor (RIA)
2012
Mindful Money is created as a blog & digital financial education resource
2004
DeYoe Wealth Management signs its first office lease and hires its first employee
2001
DeYoe Wealth Management (DWM) opens its doors with a focus on financial planning and education
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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice - please contact Jonathan at EP Wealth and he will connect you with a qualified advisor.