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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