JDH is an independent, wealth management and advisory firm based in Austin, Texas. Our mission is to help our clients realize their aspirations through comprehensive financial planning and investment management. We focus every day on the challenges of investing wisely and defensively for the future so that you can focus on your life or your career.
What makes JDH different?
We do not sell investment products, take any form of sales commission, or accept referral fees from investment companies. As a registered investment advisor and Certified Financial Planner™ all we do is provide unbiased, customized advice about your financial goals and investment plan.
Are we right for you?
We serve a small and limited group of clients – by design. Our clients are typically high net worth individuals and family foundations who value unbiased advice, personalized service and the peace of mind in knowing that an experienced, conscientious professional is looking out for their interests when they don’t have the time or inclination to do so themselves.
Our Core Values
No Conflicts of Interest. Our clients deserve completely independent and unbiased investment advice. That is why we do not accept commissions or any payment from third-parties for steering investments one way or another.
Customized Solutions. We design your investment plan to work in concert with your existing investments, goals, and attitudes toward risk.
Cost-Effectiveness. We strive to use the most cost-effective (and tax efficient) funds and other investment products at our disposal, and to keep our own fees both transparent and competitive.
Our Latest Publication
Read Jay’s latest paper about our pending debt crisis and how this might affect your investment plan.