Our Firm

A Family Firm With Deep Valley Roots

More than 40 years ago, Dennis DeYoung began building client relationships in the San Fernando Valley one conversation at a time. Today, DeYoung Wealth Management carries that work forward as a family-run financial firm, serving many of the same businesses, community connections and families, now with third and fourth generations. These long-term relationships and our firm continuity are natural products of how we work. We plan for the person in front of us, stay available as life changes, and earn trust from generation to generation.

The Family Financial Team That Follows Through

Meet the financial professionals who bring decades of experience, a hands-on service mindset, and a distinctly personal approach to every relationship. When you call, you reach a team that knows your name, understands your history, and recognizes why the question matters.

Dennis DeYoung, CFP^®

Financial Advisor

dennis@deyoungwm.com

Founder and senior financial advisor with more than 40 years of experience helping clients with investment management, financial planning, and tax-related needs.

Sallie DeYoung, CFP^®

Financial Advisor

sallie@deyoungwm.com

Financial advisor and primary investment manager, providing portfolio management and holistic financial planning for clients.

Austin Buhtz

Registered Associate

austin@deyoungwm.com

Financial advisor focused on client relationships and planning support, with additional experience in tax preparation.

Financial Guidance Begins With Knowing Your Family

Every family has its own history, priorities, responsibilities, and definition of a good life. We take those differences seriously. Rather than fitting you into a standard model, we help your financial decisions support the people, experiences, and possibilities that matter to you.

A Broader Perspective Leads To Better Planning

Our experience preparing tax returns gives us a practical view of how financial choices can have wider implications. That perspective helps us ask better questions about retirement contributions, distributions, estate decisions, and other considerations that may affect your broader financial plan.

Values That Shape How We Serve

These principles guide how we listen, plan, communicate, and follow through for the individuals and families who place their trust in us.

Planning That Honors Uniqueness

We believe every family deserves a plan that reflects their values and supports what matters most. Your financial life should be built to endure and adapt across generations.

Clarity Through Tax-Smart Strategy

Complexity should never stand between you and confidence. Tax, estate, and investment decisions work best when they work together and align with the future you want.

Relationships Rooted In Trust

We believe real guidance comes from knowing you and your family deeply. When your advisor understands your story, your plan becomes personal and your future becomes clearer.

Freedom To Serve, Client-First

We believe you deserve advice free from conflicts of interest and built around your desires. Our fiduciary role means your goals always come first.

Let’s Build A Plan That’s Designed
To Endure

Bring us the goals, responsibilities, and financial questions shaping your life today. We’ll help you create a plan that can adapt as your needs change and continue supporting what matters most over time.

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Bring Your Questions To A Team That Listens

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