Mindful Money's Story

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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