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.
"JDJ is best in Boston, maybe the country, for high touch client experience."
I trust and value your organization and your team is very talented. The JDJ team shines on handling special, complex projects.
"I have never had an accounting team as on top of their game as you are!! You have saved me so much time and heartache. Thank you so, so very much."
"I’m so glad to have JDJ watching my back!”
"For my part, I found it wonderfully effortless dealing with JDJ, as usual."
"Thank you SO much for your attention to detail and explaining things so well.
You are certainly another jewel in JDJ's crown."
"JDJ is absolutely the gold standard of family office services."
"The time has flown by and you guys have been wonderful. Seems hard to believe that it’s only been one year. You’re like family now!!"