SOURCE: DeYoe Wealth Management

DeYoe Wealth Management

April 16, 2014 11:35 ET

Jonathan K. DeYoe Announces Forward Giving

BERKELEY, CA--(Marketwired - Apr 16, 2014) - Jonathan K. DeYoe of DeYoe Wealth Management, who provides financial planning and investment advisory services in Berkeley and Oakland, CA, has announced the creation of Forward Giving, a philanthropic giving program designed specifically for small foundations and endowments.

"Fees are a challenge for every investor," said DeYoe, "but many small foundations and endowments are being drastically overcharged by the big banks and Wall Street firms. Such large fees directly impact a foundation's investment returns and deplete financial resources the organization could be utilizing to achieve its mission goals."

DeYoe created Forward Giving to reduce fees and enhance social outcomes for small non-profit foundations. "We are committed to keeping costs low and helping foundations and endowments invest their assets responsibly," DeYoe said. "In addition, DeYoe Wealth Management, Inc. aims to donate any profits derived from serving our foundation & endowment clients to their family's favorite charities to help alleviate poverty, increase financial literacy, and support small entrepreneurs in the San Francisco Bay Area and globally." 

For more information, click the "Forward Giving" tab on DeYoe Wealth Management's website: www.deyoewealthmanagement.com. If you are an advisor and would like to learn more about Forward Giving, please contact Mr. DeYoe at info@deyoewealthmanagement.com.

DeYoe, a resident of Berkeley, CA, is the CEO of DeYoe Wealth Management, Inc., a Registered Investment Advisor in Berkeley. DeYoe and his team specialize in empowering people and non-profits towards their financial success. Through comprehensive Financial Planning, clients can see how their choices contribute to their financial successes and failures. Recognizing the choices that lead to success is the first step of the journey.

About DeYoe Wealth Management
The DeYoe Wealth Management mission is to inspire our clients to pursue their passions and make meaningful financial decisions that are rooted in their values. We are trusted for our knowledge, integrity, discipline and commitment to service. 

Investment Advice and Financial Planning offered through DeYoe Wealth Management, Inc., a Registered Investment Advisor and separate entity from LPL Financial. Mr. DeYoe is an LPL Branch Manager and Securities are offered through LPL Financial member FINRA / SIPC.

Contact Information

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