facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Story


Understand Who We Are

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

Want to Create History With Us?

Here’s What We Can Do Together

Discover How We Help