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.
"You guys have been wonderful and the transition was seamless. Thanks for all that you do!"
You are extraordinary professionals who go above and beyond for the client.
"As I reflect on all that JDJ does for me, it is so very useful and instrumental to me for keeping track of my financial life. The value of what you do is very high.
JDJ is series of experts on numerous topics, whose expertise I call on as needed. If I hired a high level personal assistant full time, I would not be so well served."
We share many complex relationships with JDJ and have seen the tremendous value they can bring to ultra-high net worth families.
No other firm that I am aware of is capable of managing the complex array of administrative functions with the attention to detail and follow through that JDJ does.
"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."
"My colleague inquired about top-tier firms that could be a resource to his firm’s growing client base and their increasingly complex needs.
Knowing JDJ as I do, there was only one recommendation to make."
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.