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 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!!!"
"My client asked for the names of the best outsourced family office services providers to help him manage all of his financial affairs. One firm came to mind: JDJ."
"JDJ helps us manage many aspects of our lives. When the s@%t hits the fan (like pipes bursting) they swoop in and magically make problems disappear."
It has been awesome to work with JDJ over the years, and I look forward to many years together of shared clients.
In my role, I always feel secure knowing you are involved to ensure everything is done perfectly.
"Thank you SO much for your attention to detail and explaining things so well.
You are certainly another jewel in JDJ's crown."
"Thank you all! I cannot say this enough….I am not sure what I would do without your incredible presence and help!"
"You guys have been wonderful and the transition was seamless. Thanks for all that you do!"
"The service that you have provided has been exemplary."
"JDJ is absolutely the gold standard of family office services."