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.
"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."
"We really wouldn’t be able to survive without the support of your wonderful team!"
"We acknowledge that we live very complicated lives, and our diverse family offers many challenges. You have risen to them all. You have never said “No” to us, to our requests and to our wishes. If there’s a problem, you figure out how to solve it, usually with imagination, creativity, and panache!"
"The time has flown by and you guys have been wonderful. Seems hard to believe that it’s only been one year. You’re like family now!!"
"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."
"I have never had an accounting team as on top of their game as you are!! You have saved me so much time and heartache. Thank you so, so very much."
"Thanks for always going above and beyond. You are invaluable to our family!"