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.
"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."
"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."
"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."
At yesterday’s meeting, the client talked about how much they love working with JDJ. They expressed how much they value your work and how important it is for the advisors to speak and work with each other, because it gives them the opportunity to think about the bigger picture, knowing they are supported by a great team.
"We have been pleased with the services that JDJ provides to make our lives easier."
"You guys are so awesome. Thank you so incredibly much!"
"Your whole team is great and we appreciate all you do! Thank you for your partnership."
"For my part, I found it wonderfully effortless dealing with JDJ, as usual."
"You have confirmed my sense that my wife will be in safe hands when the day-to-day business falls on her shoulders.
You have made me feel more at ease because you are people of integrity who genuinely care."