Welcome to a life less complicated.
Since its founding in 2001, JDJ has simplified the lives of our clients by managing their personal financial and administrative matters. All of JDJ’s services are available à la carte and are customized to meet the needs of each client relationship. Our services are performed with professionalism, expertise, and integrity by a dedicated client team with an understanding of each client’s unique financial needs.
Central to our success is our innovative approach, which incorporates wealth preservation and creation, generational planning, asset protection, tax and advisory, and lifestyle services into a unified long-term strategy. We utilize a holistic approach in which we apply an inclusive, hands-on and customized methodology to our client relationships. We are the advisor charged with aggregating information from all other advisors, building collaboration between advisors, and maintaining a complete picture of a client’s financial well-being.
Read what clients and advisors have to say about working with JDJ.
I truly appreciate my relationship with your whole team. It’s a good feeling to pay a bill where you believe the services provided have been a bigger value than their cost. I honestly feel that way in your case.
"The service that you have provided has been exemplary."
"Life would be much more stressful and less rewarding without JDJ."
"We couldn’t have asked for better turnaround and such a high quality output."
"I am delighted and impressed with the culture of dedicated, effective, and congenial client service that you have created at JDJ. We are very proud to be included amongst those lucky enough to be part of your family. JDJ has no peer!"
My colleague inquired about top-tier firms that could be a resource to his firm’s growing client base and their increasingly complex needs. Knowing JDJ as I do, there was only one recommendation to make.
"We really wouldn’t be able to survive without the support of your wonderful team!"
Thank you all! I cannot say this enough….I am not sure what I would do without your incredible presence and help!
"Your services have made my life immeasurably easier and better. I want to express my gratitude for the excellence and breadth of your services, and the cheerful, professional, prompt, and secure manner in which each member of your team provides it. You exceed expectations every time."