Episode #605 - From Philosophy To Finance with Jonathan DeYoe, Senior VP of EP Wealth Advisors

In this episode of Million Dollar Mastermind podcast, Host Larry Weidel is joined by Jonathan DeYoe, Senior Vice President of EP Wealth Advisors. They discuss Jonathan’s shift from finance to philosophy; the best piece of advice he received from his mentor; and why he disagreed with some of the management methods of his industry. He also explains how he got his job in the financial industry as a PhD graduate in philosophy.

Before becoming a financial advisor, Jonathan was a long-time buddhist who got his start on Wall Street in ‘96, straight out of graduate school! In 2002, he started DeYoe Wealth Management (now Mindful Money) with only 6 clients, and now the firm manages over $300 million for just over two hundred families and non-profits. In 2022, he became the Senior VP of EP Wealth Advisors; is the host of the Mindful Money Podcast as well as the Mindful Wealth Podcast.

If you weren’t sold on Jonathan already, then you should know he’s also the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.

So sit back, relax, and listen to what Jonathan has to say!

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