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.
Get to Know Us Better
Watch our video to learn how we help our clients, meet some of our team, and hear what sets JDJ apart.
Read what clients and advisors have to say about working with JDJ.
"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."
"JDJ does a great job for us!"
"I am very grateful for your help. JDJ makes my life run better!"
I am incredibly grateful for the JDJ team. You’ve made this year so much easier. I don’t know how we could get through a cross-country move, sale of my business, buying a house, having a kid during a global pandemic, and still have our heads on straight.
I don’t even think we’d be sane without the help that you guys provide. You help us be happy and enjoy our lives together! Thanks for everything and a big shoutout to the JDJ team today!
We appreciate you.
"The service that you have provided has been exemplary."
"We couldn’t have asked for better turnaround and such a high quality output."