“Jonathan is a financial industry expert who earned our complete trust and confidence in the first year that we knew him. We have been to dozens of his presentations and he can always explain difficult "market" or "Economic" concepts in a way that we get it. His constant stream of commentary is our "Steady Hand On The Wheel" that has kept us from making big mistakes many, many times.”

“Sometimes life can be crazy and I wonder if I'm on the right path. Finding Jonathan DeYoe makes me confident the choices I've made have led me in the right direction. Perhaps a bit deep to write here, but Jonathan has helped us with more than just Wealth Management. He is a brilliant, optimistic guy with a keen understanding of how the world works; without a doubt, he sees the big picture. We are so, so fortunate to have found him.”

“Every advisor ends up sounding the same as they talk about planning and investing. Jonathan transforms the client-advisor relationship by helping clients focus on their unique brand of happiness. The reality is that no one can promise better money outcomes. By creating an eco-system to enhance client happiness, Jonathan improves both financial and life outcomes.”