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.
"Your team makes my life so easy. Thank you for keeping a close eye on my finances and bringing issues to my attention in such a proactive way."
"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."
"JDJ is best in Boston, maybe the country, for high touch client experience."
"It’s heartwarming to see how well you and your clients take care of their housekeeper. It’s been wonderful to be part of the process of selling a home on her behalf."
"I think the world of your team. Thanks for taking such good care of us!"
Thanks for your creative problem solving. I can’t imagine getting through this COVID-19 time period without the support of JDJ. Prior to this engagement, we would not have been at all prepared for this or able to navigate through it as easily as we have. Thank you to all of you.
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.
"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."