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Mindful Money's Story
Jonathan
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Understand Mindful Money
By Taking a Look at Where We’ve Been
2001
DeYoe Wealth Management (DWM) opens its doors with a focus on financial planning and education
2004
DeYoe Wealth Management signs it’s first office lease and hires its first employee
2012
Mindful Money is created as a blog & digital financial education resource
2014
DWM becomes a Registered Investment Advisor (RIA)
2017
Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend
is published by New World Library
2018
DWM becomes a fee-only fiduciary; Mindful Money digital advisor is created to further support 401(k) participants
2020
DeYoe Wealth Management is rebranded as Mindful Money to encompass all services: wealth management, retirement plan services, and financial education
2021
Mindful Money merges "wealth management" into EP Wealth—a leading national fee-only financial planning firm—to focus efforts on financial education
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