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.
"JDJ is absolutely the gold standard of family office services."
"You have all changed my life for the better.
This is, by far, the most satisfying professional relationship I’ve ever had. I really, really, appreciate everything you do, and I’m so grateful you guys are part of my life."
You are extraordinary professionals who go above and beyond for the client.
"I think the world of your team. Thanks for taking such good care of us!"
"You have organized us financially, and in many other ways. Your dedication goes way beyond the usual financial and administrative affairs. You have arranged and managed end of life care for our most aged members, and patiently worked with family members in crisis. Your patience and perseverance are remarkable."
"Thanks for always going above and beyond. You are invaluable to our family!"
"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."
"Thank you SO MUCH for bringing this to my attention before it became a major fire drill.
I really appreciate how thorough you are. You have definitely helped us out of some tight situations in the past month or so!!!"
"In my difficult and complex situation, I learned a great deal from you and valued your insights. I found you to be honest and trustworthy. You answered my questions, understood my dilemmas, and provided the guidance I needed."