DeYoe Wealth Management has become Mindful Money

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Nearly 20 years after opening its doors, DeYoe Wealth Management has changed its name to Mindful Money.

Jonathan DeYoe, President & CEO of DeYoe Wealth Management and author of "Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend", announced that the company has officially changed its name as of August 1, 2020. DeYoe explained in his Q2 newsletter that “The name change is not due to an acquisition or a merger; rather it is a declaration of beliefs and an embrace of our core values.”

Announcing the change in a client letter, DeYoe added, “When I originally began and named the firm, I was only thinking of growing a small practice and serving a relatively small group of clients. Today, with an incredible team in place, Mindful Money is working with many more clients. While that will always remain our primary focus, we want to broaden our services for clients AND reach out more broadly to help change how people think about money, investing, and what financial success means.” Mindful Money will be expanding its offerings to include financial literacy and employer retirement plan services. “None of our client services will change. In August we will quietly show up in your lives as Mindful Money,” says DeYoe. Clients and employees alike are optimistic about the future of the company.

Mindful Money is a service mark of DeYoe Wealth Management, a registered investment advisor in Berkeley, CA. Established in 2001, they offer comprehensive financial planning and asset management services, digital investment services, financial education courses, and retirement plan services throughout the San Francisco Bay Area.

To learn more about Mindful Money, please visit the company website: https://mindful.money/

Contact info:
Name: Gail Lieberman
Organization: Mindful Money
Address: 2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
Phone: 1-510-848-0012

This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where DeYoe Wealth Management, Inc. dba Mindful Money and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by DeYoe Wealth Management, Inc. dba Mindful Money unless a client service agreement is in place.

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Gail Lieberman