We Help Provide the Clarity You Need Today, For A More Confident Tomorrow.

Jeff Juniper

Jeff Juniper


Jeff Juniper is the Founder and Managing Partner of Juniper Wealth Management, LLC which has been helping Business Owners, Professionals & Families with their financial challenges since 1995. Jeff has a passion for his profession that is evident to everyone he meets. He says, “People don’t care how much you know until they know how much you care”.

Jeff is driven by his interactions with the many business owners, executives, professionals and families who come to him for advice because he’s discovered a disappointing and yet common theme; more often than not, most business owners, executives, professionals and families don’t have a Proactive & Holistic Financial, Tax & Estate Plan. Most of the time the financial advisor, CPA and Attorneys never talk to one another. In fact a recent survey from the American Institute of Certified Public Accountants showed that 76% of CPA’s clients want their CPA to be more proactive.

As a Fiduciary and a licensed series 65 Investment Advisor Representative, Jeff’s main focus is to review each client’s current financial, tax, and estate situation. This includes evaluating a client’s Investments, Tax Efficiency, Business Tax Minimization and Estate Plan and then educating them on whether they are on track or could make improvements. His objective is to inform, educate, and direct a client to help put them on a path to succeed with confidence

“My greatest satisfaction is when a client tells me that they now have peace of mind knowing they don’t have doubt or feelings of anxiousness about their future. We educate, plan, and execute in the beginning and monitor and make adjustments when the plan is implemented.”

Jeff is a proud father of three successful children with 4 grandsons and 2 granddaughters. He enjoys football, basketball, boating, off-roading and traveling in his free time.