Mindful Money's Story
Understand Mindful Money by taking a look at where we've been.
2023
![img-mindful_investing-v2](https://mindfulmoney.wpenginepowered.com/wp-content/uploads/2023/09/img-mindful_investing-v2.png)
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
![img-mindful_money-facing_right](https://mindfulmoney.wpenginepowered.com/wp-content/uploads/2023/09/img-mindful_money-facing_right.png)
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