EP Wealth Advisors, a Torrance, California-based registered investment adviser managing $13.3 billion, has acquired Mindful Money, a Berkeley, California-based firm managing $346 million.
Jonathan DeYoe founded DeYoe Wealth Management, which did business as Mindful Money, in 2001. He has become a senior vice president of EP Wealth and has been joined in the move by three other advisers and four support staff.
Complementing their advising services, DeYoe’s team also manages a series of digital financial education programs, which launched in 2021. The programs are available to the public and are complimentary for current wealth management clients. The classes will remain available online under the Mindful Money brand.
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