DeYoe Wealth Management Partners with a number of skilled professionals to bring our clients a full complement of cutting edge services:
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
Comprehensive clearing and compliance services
Practice management programs and training
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of theri clients' lives; and make productive recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
*As reported in Financial Planning magazine 1996-2010, based on total revenues.
Genworth Financial Trust Company (GFTC)
GFTC is a subsidiary of Genworth Financial Inc., a Fortune 250 Company with over $100 billion in assets. GFTC delivers custodial, administrative, and asset management services to independent financial advisors and their clients. This partnership gives DeYoe Wealth Management clients direct access to sophisticated strategists, including Goldman Sachs, JP Morgan, Litman/Gregory, New Frontier and Stadion.
The Private Trust Company (PFTC)
PTC provides trust administrative services for individual and family assets specializing solely in providing fiduciary services. Unlike bank trust companies, PTC allows clients to delegate money management services and maintain their relationship with DeYoe Wealth Management. PTC serves in an administrative corporate trustee role, providing all record keeping, accounting, and tax preparation for the trust accounts they service. PTC also ensures that trust assets are managed and distributed according to the terms of the trust.
Parametric provides portfolio customization and tax management strategies to ease the administrative burden on the client and the client's tax advisor. Parametrics goal is to reduce the time and financial commitments clients make to preparing and paying taxes.
KLD Research & Analytics (KLD)
KLD's research is designed for investors and money managers who want to integrate environmental, social, and governance (ESG) factors into their investment selection process. KLD's research can be used for screening purposes, company analysis, or fund creation. Over 400 money managers and institutional investors rely on KLD's research, as do many discriminating individuals.
IW Financial (IWF)
IWF is a leading provider of ESG research offering a platform that affords clients a high degree of customization. No two organizations or individuals share the same constellation of ESG issues or approach those issues in exactly the same way. No two are likely to assign the same importance to the same ESG factors. And as fiduciaries, no two serve exactly the same constituency. Partnering with IW Financial allows DeYoe Wealth Management to help our clients build unique portfolios tailored to their unique concerns.
Roundtable of Advisors
One of the persistent challenges to wealth management is the number of directions from which “advice” may appear. Since most advisors provide services that are independent of each other, the number of advisors needed to ensure that all areas of your financial life work in harmony can be intimidating.
Implementing sound financial strategies often requires collaborating with many different professionals. At DeYoe Wealth Management, we have specialized tools that enable us to work with your attorney, tax accountant and other professionals to form a cohesive and effective team. Together, that team will work to create and execute the best strategies for your financial future. In addition, if you should ever need an attorney, accountant or other professional, we will be happy to help you find the best individual to complete your team.
We have earned a reputation for excellence in our industry by providing the most personalized service available. We strive to create financial stability and pursue financial independence for each of our clients.