EP Wealth Advisors
Senior Vice President
EP Wealth Advisors
Senior Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jonathan DeYoe, AIF, CPWA®
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Jonathan DeYoe is a Berkeley, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan DeYoe is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jonathan DeYoe has been involved with the financial services industry for more than 25 years. Prior to joining EP Wealth Advisors in 2021 his career journey led from being a seminarian and Buddhist academic to a financial advisor. After spending 5 years with large, Wall Street companies (“just enough to know better”), Jonathan launched his own firm, growing it from 6 clients to 280 over the course of 20 years. A proponent of the advice, “Stop predicting, start planning, stay mindful,” he works especially well with artists, entrepreneurs and other creative types who have a driving passion to accomplish something and seek a trusted partner to make the numbers work. It’s important to Jonathan that clients are interested in making the world a better place in some way—not just in getting a faster car, a bigger house or a better vacation. Growing up with financial insecurity, today he seeks to help others attain the confidence of being on the path to having “enough.” Jonathan’s first book, Mindful Money, was published in 2017. He’s been featured in The New York Times, The Wall Street Journal, on TV and radio. He’s also the host of the Mindful Wealth Podcast. Jonathan is an avid soccer player. Along with his wife and kids, he also loves hiking and skiing in the mountains, as well as travel and gardening. Jonathan and his wife have volunteered on homeless and healthcare efforts. Recently, he’s been working on bridging the wealth gap in three areas: Financial Education (Mindful Money); College Access (Berkeley Community Scholars & Oakland Promise); and Entrepreneurship (ESO Ventures). He’s also a Rotarian and has a cat named Posey.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jonathan DeYoe is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Jonathan DeYoe is a Certified Private Wealth Advisor ® (CPWA®)
The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
EP Wealth - Awards and Recognition
Free Resources From EP Wealth Advisors
Jonathan DeYoe is Quoted on FinancialAdvisorIQ: "EP Wealth Adds Two Wealth Mgmt Practices with $828M"
Jonathan DeYoe is Quoted on Business Wire: "EP Wealth Advisors® Acquires Northern California-based Firm"
Jonathan DeYoe is Author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend
Jonathan DeYoe is the Host of the Mindful Wealth Podcast
Jonathan DeYoe is a Member of the Rotary Club of Berkeley
Additional Media Mentions for Jonathan DeYoe and Information on Speaking Engagements
Jonathan DeYoe Contributes to Oaklandside: "Brother’s loss is a reminder that we all are vulnerable"
Jonathan DeYoe is a Featured Guest on Money You Should Ask
Jonathan DeYoe is a Featured Guest on Bridging the Gap Podcast
How Buddhism Can Make You Happier And A Better Investor With Jonathan DeYoe on The Next Level Income Show
How to Not Lose Money by Panicking with Jonathan DeYoe on The Passive Wealth Strategy Show
Jonathan DeYoe Contributes to Money Q&A: "What is the One Most Important Financial Step Everyone Should Take?"
Jonathan DeYoe Contributes to The Huffington Post
Jonathan DeYoe is a Guest on Investor Connect
Contact Jonathan DeYoe
2150 Shattuck Avenue
Berkeley, CA 94704