Jonathan K. DeYoe

Founder of Mindful Money

Jonathan K. DeYoe is a Christian seminarian turned Buddhist academic turned financial advisor. This combo invites interesting conversations that bridge money and life. He believes that anyone can experience a vibrant, financially successful life by developing a few important beliefs and following a few simple practices. He communicates these beliefs and practices every chance he gets. Mr. DeYoe has been helping families build and preserve wealth for 25 years. He is a Certified Private Wealth Advisor (CPWA) and an Accredited Investment Fiduciary (AIF). He is the founder of Mindful Money (, a financial education and coaching company for beginning investors and the author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend ( As the host of the Mindful Money Podcast and co-host of the Mindful Wealth Podcast, he talks about both the personal-finance decision-making process and the part money and wealth play in our culture. Jonathan still works directly with client families as a Senior VP and partner at EP Wealth Management. He lives and works in Berkeley, CA. He lives with his wife, Kate, their 2 amazing kids, and a cat named Posey. He loves downhill skiing, soccer, and backpacking.