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.
Thank you for all your careful and dedicated work on our behalf. Life would not be the same pleasant ride without you there beside us. You make it very easy.
"JDJ does a great job for us!"
"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!"
It is always a pleasure to receive a message from your team, since I know there is help, a way out, a resolution, elimination of a problem!
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.
"We couldn’t have asked for better turnaround and such a high quality output."
"JDJ helps us manage many aspects of our lives. When the s@%t hits the fan (like pipes bursting) they swoop in and magically make problems disappear."
"As I reflect on all that JDJ does for me, it is so very useful and instrumental to me for keeping track of my financial life. The value of what you do is very high.
JDJ is series of experts on numerous topics, whose expertise I call on as needed. If I hired a high level personal assistant full time, I would not be so well served."