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.
We take pride in our accessibility, independence, and flexibility. JDJ does not manage assets, sell products, or receive commissions. Rather, we are an independent advocate and objective resource for our clients.
Personal Accounting and Net Worth Reporting, Investment and Balance Sheet Administration, Bill Paying and Expense Reporting, Trust and Estate Administration, Budgeting and Cash Flow Planning, Lifestyle Management, and Tax Planning and Coordination