DeYoe Wealth Management Continues to Grow; Thanks Clients and Community
(firmenpresse) - BERKELEY, CA -- (Marketwired) -- 10/27/15 -- DeYoe Wealth Management, a Berkeley, California-based independent wealth management firm, announced it has ranked #59 on the in the San Francisco Business Times on October 20th, 2015.
The firm realized a 99.1% increase in revenue for the two year period from 2012 to 2014, the period during which this year's rankings are calculated. The San Francisco Business Times partners with Grant Thornton LLP to conduct the research and produce the Top 100 Fastest Growing Private Companies List. All companies had to have been headquartered in the Bay Area, privately held between 2012 & 2014, 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 2009, 2012, 2013, and 2014 (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).
"One of the challenges of small business is you can feel like you are working in a bubble; the San Francisco Business Times' recognition of our small business pushes us to peek outside the bubble," said Jonathan DeYoe of DeYoe Wealth Management. "My greatest appreciation goes out to Nancy, John, Naomi, & David, who make coming to work such a joy. And our greatest appreciation goes to those clients and community partners who continue to challenge us to constantly improve what we do. Thank you all for your continued trust and confidence!"
About DeYoe Wealth Management
Based in Berkeley, California, is passionate about helping "citizens of the real world" pursue financial independence on their terms. The firm offers an ecosystem of advice that includes comprehensive financial planning, customized asset and risk management solutions, and emphasizes financial education tailored to meet the needs of our clients and their families. DeYoe Wealth Management is a Registered Investment Advisor.
Jonathan K. DeYoe, AIF® & CPWA® and the firm's President, also writes regularly about "Mindful Wealth" on their blog -- . Follow .
Nancy Wright Cooper
DeYoe Wealth Management
(510) 848-0012, ext. 103
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Datum: 27.10.2015 - 14:30 Uhr
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News-ID 429738
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