SOURCE: DeYoe Wealth Management

DeYoe Wealth Management

July 16, 2013 11:34 ET

DeYoe Wealth Management Named 2013 Premier Advisor by National Association of Board Certified Advisory Practices (NABCAP)

BERKELEY, CA--(Marketwired - Jul 16, 2013) - DeYoe Wealth Management announced today that the firm has been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in the San Francisco Bay Area. DeYoe Wealth Management has been on the list since it began.

The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, and fee/cost structure among other areas.

"The true marks of trustworthy financial advice are often a complete mystery and validation by an independent non-profit research firm like NABCAP goes a long way towards dispelling that mystery. We are happy to be included in their Bay Area list again," said Jonathan DeYoe, founder and principal of DeYoe Wealth Management. "I have been committed to a holistic wealth planning process for nearly 20 years, and it's great to have an organization like NABCAP endorse that commitment."

The NABCAP Premier Advisors list was announced in the San Francisco Business Times on June 30th.

About DeYoe Wealth Management
Based in Berkeley, California, DeYoe Wealth Management is passionate about helping "citizens of the real world" pursue financial independence. The firm offers an ecosystem of advice that begins with comprehensive financial planning, includes customized asset and risk management solutions, and emphasizes financial education tailored to meet the needs of our clients and their families. Our objective is to help our clients maximize their Happiness Dividend, working towards financial peace of mind while realizing their dreams.

About NABCAP
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing public with reliable, unaffiliated, unbiased and completely objective educational resources and information. Visit www.nabcap.org for more information.

Jonathan K. DeYoe, AIF® & CPWA® is a registered principal with securities and advisory services offered through LPL Financial, a registered Broker/Dealer, member FINRA/SIPC and a Registered Investment Advisor.

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Contact Information

  • Contact:
    Nancy Wright Cooper
    DeYoe Wealth Management
    (510) 848-0012, ext. 103
    Email Contact