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Jeff Juniper

Jeff Juniper

Jeff Juniper is the Founder and Manager of Juniper Wealth Management, LLC which has been helping clients 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 people who come to him for advice because he’s discovered a disappointing and yet common theme; more often than not, people do not understand the financial products they have, nor the risk related to those products or why they have them. “Some clients have no idea their portfolios could lose 50% or more in a stock market correction.”

As a Fiduciary and a licensed series 65 Investment Advisor Representative, Jeff’s main focus is to review each client’s current financial and income tax situation. This includes evaluating a client’s portfolio performance, how much risk they have within their portfolio 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 in retirement without stress and anxiety.

“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 retirement. 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 three grandsons and one granddaughter. He enjoys football, basketball, boating, off-roading and traveling in his free time.