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

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