Important Disclosure Notice


Financial Planning and Investment Advisory Services offered through DeYoe Wealth Management, Inc., A Registered Investment Advisor doing business as Happiness Dividend.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. Some posts were originally created by Peak Advisor Alliance and edited by DeYoe Wealth Management. Peak Advisor Alliance is not affiliated with DeYoe Wealth Management. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal.


Jonathan K. DeYoe’s CA Insurance Licence Number is #0C21749.

DWM Privacy Policy 

Form ADV Part 2A – Firm Brochure – HD 2019.03.01

Form ADV Part 2B – Supplement – HD – DeYoe 2019.03.15

Jonathan K. DeYoe

Jonathan is the author of Mindful Money and wholeheartedly believes you can create a roadmap to wealth and increase your happiness dividend by making mindful financial choices. Visit his website.