DeYoe Wealth Management announced today that the firm has been recognized as NABCAP Premier Advisors.
BERKELEY, Calif. – March 17, 2012 — 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.
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 is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation 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.
“It’s challenging finding trustworthy, savvy financial advisors, and having validation from an independent nonprofit group such as NABCAP goes a long way to demonstrating to clients and others that our practice is one of the best in the Bay Area,” said Jonathan DeYoe, founder and principal of DeYoe Wealth Management. “We have been helping our clients pursue their personal financial goals using a holistic wealth management strategy, and it’s great to have a respected organization like NABCAP validate our commitment and approach.”
The NABCAP Premier Advisors list was announced in the San Francisco Business Times on March 16.
About DeYoe Wealth Management
Based in Berkeley, California, DeYoe Wealth Management is passionate about helping clients pursue financial independence on their terms. The firm offers access to comprehensive financial services, including customized asset management, holistic financial planning, and insurance solutions 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. DeYoe Wealth Management uses a six-step process to make sure our clients’ investment strategies keep pace with their changing lifestyle, planning for current needs and future goals. For more information, visit http://www.deyoewealthmanagement.com
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 general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit http://www.nabcap.org for more information.
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Jonathan K. DeYoe, AIF® & CPWA® is a registered principal with and securities offered through LPL Financial. Member FINRA/SIPC. Securities and investment advisory services offered through LPL Financial, a registered Broker/Dealer. Member FINRA/SIPC and a Registered Investment Advisor.
Contact:
Nancy Wright Cooper
DeYoe Wealth Management
(510) 848-0012 x103
ncooper@deyoewealthmanagement.com
Tom Woolf
Woolf Media & Marketing
(415) 259-5638
tomw@woolfmedia.com
