DeYoe Wealth Management Grows and Thanks Clients & Community

BERKELEY, CA--(Marketwired - Oct 28, 2014) - DeYoe Wealth Management, a Berkeley, California based independent wealth management firm, announced it has ranked #35 on the East Bay Fastest-Growing Private Companies list in the San Francisco Business Times on October 24th, 2014.

The firm realized a 50.8% increase in revenue for the two year period from 2011 to 2013, the period during which this year's rankings are calculated. The San Francisco Business Times partners with PricewaterhouseCoopers to conduct the research and produce the Top 100 Fastest Growing Private Companies Lists. All companies had to have been headquartered in the Bay Area, privately held between 2011 & 2013, and had revenues of more than $200,000 in fiscal year 2010.

DeYoe Wealth Management was previously listed among the "Fastest Growing Private Companies" in both 2009, 2012, and 2013 (for growth the two prior years in each case) and continues to be listed annually in the San Francisco Business Times' & NABCAP's top wealth management firms in the San Francisco Bay Area (based on an evaluation of twenty different categories such as experience, credentials, assets under management, fee structure and philosophy among others).

"As the DeYoe Wealth Management family has grown, we have really appreciated the San Francisco Business Times' efforts to highlight small businesses like ours. Nancy, John, Naomi and now David are an incredible team. We get to work with great clients who really 'fit' with our style and philosophy," said Jonathan DeYoe of DeYoe Wealth Management. "Our greatest appreciation goes to those clients and community partners who continue to say nice things about us and challenge us to constantly improve our services. None of this is possible without them!!!"

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. Jonathan blogs at Happiness Dividend.

Jonathan K. DeYoe, AIF® & CPWA®, CA Insurance Lic# 0C21749, 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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